Andrea
Nolan

Farther

CRD#3126171
Investment Advisor
in San Francisco, CA

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About this Advisor

Andrea Nolan is a financial advisor based in San Francisco, California, working with Farther. Andrea has previously held positions at Farther Finance Advisors, Concert Wealth Management, Fieldstone Financial, Fourstar Wealth Advisors, LLC, and Universal Value Advisors. Andrea has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Nevada. Currently, Andrea is part of Farther, which operates out of San Francisco, California. The firm has 25 offices and 154 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and the publication of newsletters. The fee structure at Farther includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

575 Market Street Suite 400
San Francisco, CA 94105

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Farther Brokerage Details

Total Assets Under Management

$2,181,821,779

CA Average: $7,578,581,321
Total Number of Employees

154

CA Average: 43
Total Number of Accounts

5,112

CA Average: 3,727
Average Account Size

$426,804

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Andrea Nolan Work History

2023 - Present (1 year)

Farther Finance Advisors

2019 - 2023 (4 years)

Fourstar Wealth Advisors, LLC

2016 - 2019 (3 years)

Fieldstone Financial

2014 - 2016 (2 years)

Concert Wealth Management

2009 - 2014 (5 years)

Universal Value Advisors

Disclosures

Please visit the SEC profile of Andrea Nolan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Farther

Tyson Lokke
San Francisco, CA
Nathan Bosek
Sartell, MN
Herbert Kyles
Framingham, MA
Christine Thibodeaux
San Rafael, CA
Jonathon Mason
Cincinnati, OH
Christopher Tarkowski
Mattawan, MI
Kyra Gayle Luu
Las Vegas, NV
Robert Kelly
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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