Sonya
Nolan

Lpl Financial LLC

CRD#5061763
Investment Advisor
in San Diego, CA
Are you Sonya Nolan? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4707 Executive Dr
San Diego, CA 92121-3091

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Other

Sonya Nolan Work History

Sonya has 11 years of experience.

2014 - Present (5 years)

Lpl Financial LLC

2013 - 2013 (0 years)

Lpl Financial

2013 - 2014 (1 years)

Commonwealth Financial Network

2012 - 2012 (0 years)

Bank Of America Merrill Lynch

2011 - 2013 (2 years)

Georgetown University

2007 - 2011 (4 years)

Linsco Private Ledger

Disclosures

Sonya Nolan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started