Nolan
King
Echelon Group
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About this Advisor
Nolan King is a financial advisor based in Boise, Idaho, working with Echelon Group. Nolan has previously held positions at Securities America, Inc, Echelon Group, Inc, and Osaic Wealth, Inc. Nolan has passed the Series 65 regulatory exam and is registered to provide services in Idaho. Currently, Nolan is part of Echelon Group, which operates out of Boise, Idaho. The firm has 6 employees and manages assets totaling $102.1 million. Echelon Group serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Echelon Group includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
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Office Location
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Echelon Group Brokerage Details
$102,105,746
6
174
$586,815
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Nolan King Work History
Echelon Group, Inc
Securities America, Inc
Osaic Wealth, Inc
Echelon Group, Inc
Student
Disclosures
Please visit the SEC profile of Nolan King 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 Echelon Group
Boise, ID
Boise, ID
Boise, ID
Boise, ID
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