Nolan
Parker
Lion Street Advisors, LLC
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About this Advisor
Nolan Parker is a financial advisor who works out of Austin, Texas with a total of 3 years of relevant experience. Parker is an advisor for Lion Street Advisors, LLC. During their career, the advisor has held roles at Lion Street Financial, Full Time Student, Fremont Bank and Door Dash. Parker maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Lion Street Advisors, LLC is a registered investment company that has its headquarters in Austin, TX. The company has offices in 27 locations and a total of 146 employees. It oversees $1 billion in assets under management between its 4,709 accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 4,709 client accounts, just 8% are associated with high-net-worth clients who have greater than $1 million in assets. Lion Street Advisors, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules depend on the type of services. However, fees charged by Lion Street Advisors, LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$1,401,128,630
146
4,709
$297,543
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
Nolan Parker Work History
Nolan has been registered as a financial advisor for 3 years.*
Lion Street Financial
Full Time Student
Fremont Bank
Door Dash
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nolan Parker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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