Lpl Financial LLC
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About this Advisor
Sonya Nolan is a certified financial planner working in San Diego, California, who has been in the advisory business for 11 years. Nolan is an advisor for Lpl Financial LLC. Nolan has gained experience at Linsco Private Ledger, Bank Of America Merrill Lynch, Georgetown University, Lpl Financial, Commonwealth Financial Network and Lpl Financial LLC. Nolan has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Lpl Financial LLC is a financial advisory business that has its headquarters in San Diego, California. It has offices in 8,011 locations and a total of 22,703 financial advisors. It oversees $153 billion in assets under management across its 680,466 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 899 charities and foundations. Of its 680,466 customer accounts, 23% are held by high-net-worth investors who have more than $1 million in investable assets. Lpl Financial LLC performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types billed by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Sonya Nolan Work History
Sonya has 11 years of experience.
Lpl Financial LLC
Commonwealth Financial Network
Bank Of America Merrill Lynch
Linsco Private Ledger
Sonya Nolan has no disclosures.
Please visit their SEC profile for more details.