NK
Nolan A. Kopkin
KOPKIN CAPITAL MANAGEMENT
Allen, TX
Some features on this profile are disabled
CRD#: 7293973
NK
Professional summary
Nolan Andrew Kopkin is a registered financial advisor currently at KOPKIN CAPITAL MANAGEMENT, LLC located in Allen, Texas.
Nolan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Nolan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Nolan Andrew Kopkin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 1, 2022 - Present
KOPKIN CAPITAL MANAGEMENT, LLC
RIA
CRD#: 310851
Allen, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(2/1/2022)
Current Firm
KC
KOPKIN CAPITAL MANAGEMENT, LLC
KOPKIN CAPITAL MANAGEMENT | KOPKIN CAPITAL MANAGEMENT, LLC
CRD#: 310851 / SEC#:
Texas
Registered Investment Advisory firm - (2/1/2022 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Allen, TX
Mailing Address
Phone number
(954) 478-6295
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
