Nolan Lewis King
Investment adviser representative at Echelon Group
11 yearsExperience
1 stateRegistered in
$265.2MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Echelon Group, Inc.Sep 2022 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2024
- Securities America, Inc.Feb 2024 to Nov 2024
- StudentDec 2013 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (ID).
Echelon Group
Legal name: Echelon Group, Inc.
$265.2MAssets managed
115Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7796031
- Firm CRD
- 333195