Alexander Nolan
Alexander Nolan is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Charlotte, NC, with 7 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.
For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.
Location
5936 Monroe Road, Suite 200-A, Charlotte, NC, 28212
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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
Alexander is a partner and CFO at Blue Ridge Acquisition Group, LLC, a real estate business, spending about a quarter of his time managing accounts and Quickbooks. He also has outside insurance sales, and owns Nolan and Nolan Holdings, LLC to receive income and pay expenses, dedicating minimal time to each.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Omnistar Financial Group, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations19 states
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