Nils Nolan
Nils Nolan is a registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 10 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
2547 Washington Road, Ste 711, Pittsburgh, PA, 15241
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nils sells non-variable insurance, dedicating minimal time to this activity. He also operates Tall Trees Capital, a DBA for his LPL business, which takes nearly full-time hours, and V&G Capital LLC for tax/investment purposes, taking about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Ilg Private Wealth, INC.
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations10 states
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