Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Charles Tarr is an Investment Advisor Representative registered in Florida and Texas. Nathan has been in the industry since January 2009. He works for Amerity Wealth Management, LLC. Amerity Wealth Management, LLC is a firm registered with the SEC as a Registered Investment Advisor. They are headquartered in Lakeland, Florida. Nathan Tarr is an Investment Advisor Representative at Amerity Wealth Management, LLC and has been with Amerity Wealth Management, LLC since July 2023. Amerity Wealth Management, LLC provides financial planning, portfolio management for individuals, selection of other advisers. The firm specializes in investments for high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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FL
09/12/2023 - Present
Amerity Wealth Management, LLC (Lakeland FL)
IA
Issued 02/02/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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