Patrick Nolan
Patrick Nolan is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Dallas, TX, with 26 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
13455 Noel Road, 20th Floor, Dallas, TX, 75240
Get directionsHistory
Regulatory History (1)
Criminal
April 2002Other Business ActivitiesSells Insurance
Patrick is a partner at Agility Financial Group LLC and owns PTN Financial, LLC for tax purposes related to his advisory contract. He also works as an insurance broker selling life, disability, long-term care, and health insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
USAA Investment Management Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Fidelity Brokerage Services LLCBroker
1st Global Capital CORP.Broker
Fidelity Brokerage Services LLCBroker
State Registrations14 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.
Exams
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