Robert Nolan
Robert Nolan is a registered investment advisor at LPL Financial LLC, based in St. Petersburg, FL, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
700 Central Ave Ste 302, St. Petersburg, FL, 33701
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2009Customer Dispute
June 2000Other Business Activities
Robert operates his LPL business through RJ Nolan Company LLC, dedicating full-time hours to this endeavor. He also co-owns a rental property on Johnna Ct, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Graystone Nash, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.