Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Barker is an investment advisor representative for LPL Enterprise, LLC. Nathan is a financial professional with a background in education and sales. He has been in the financial services industry since 2017. Nathan has a Series 63, Series 65, and Series 26 licenses, as well as the SIE. Nathan is registered with the state of Utah as an investment advisor representative. He offers financial planning, portfolio management, and consulting services. Nathan is committed to providing his clients with the best possible advice and service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
11/14/2024 - Present
LPL Enterprise, LLC (WESTHAVEN UT)
UT
08/02/2017 - 03/29/2023
MWA FINANCIAL SERVICES INC. (West Haven UT)
IA
Issued 04/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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