Kathleen Nolan is a registered investment advisor, based in Fulton, MD, with 26 years of industry experience.
Location
8161 Maple Lawn Blvd, Suite 400, Fulton, MD, 20759
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen operates under the DBA Wealth Enhancement Group for her LPL business since 2019. She also provides full-time administrative and active support to Wealth Enhancement Advisory Services LLC, an independent investment advisor firm, since 2019.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Planning Solutions Group, LLC
Triad Advisors LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.Broker
State Registrations2 states
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