Marcus Nolan, financial advisor Casper WY

Marcus Nolan

CRD Number: 7304197
Current Firm: Park Avenue Securities LLC

Marcus Nolan (CRD# 7304197) is an Investment Advisor Representative working at Park Avenue Securities LLC in Casper, WY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Life Insurance Company Casper, NY Aug 2023 - Current < 1
Park Avenue Securities Casper, NY Aug 2023 - Current < 1
Guardian Life Insurance Las Vegas, NV Apr 2023 - Aug 2023 < 1
Park Avenue Securities Las Vegas, NV Apr 2023 - Aug 2023 < 1
Westpac Wealth Partners Las Vegas, NV Dec 2022 - Apr 2023 < 1
Charles Schwab & Company, Inc. Lone Tree, CO Oct 2020 - Dec 2022 2
Unemployed Casper, WY Jul 2020 - Oct 2020 < 1
Yunker Industries Elkhorn, WI Jul 2020 - Jul 2020 < 1
Menards Cheyenne, WY Aug 2018 - Jul 2020 1
Menards Casper, WY Feb 2018 - Aug 2018 < 1
Unemployed Casper, WY Jan 2011 - Feb 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2021
S65 NASAA Investment Advisors Law Examination Jun 2023
Contact Info for Marcus F. Nolan
Phone Number: 1-888-600-4667
Registered State(s):
  • WI
  • WY
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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