linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nathan Deone Perschon

First Command Advisory Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nathan? Claim Your Profile

About Nathan Deone Perschon

Nathan Perschon is a financial advisor with over 25 years of experience in the industry. Nathan is registered with First Command Advisory Services and holds licenses in Texas and Utah. Nathan has worked at several other firms including Goldman, Sachs & Co. and Fidelity Brokerage Services LLC. Nathan specializes in providing financial planning and portfolio management for individuals and families. He is also a registered principal and has experience in options trading. Nathan has a broad range of experience and is dedicated to providing clients with personalized financial advice.

Firm Information

Nathan Perschon is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nathan Perschon’s Registration & Firm History

UT

12/15/2015 - Present

First Command Advisory Services (Salt Lake City UT)

NY

11/27/2000 - 10/17/2008

GOLDMAN, SACHS & CO. (NEW YORK NY)

RI

01/13/1994 - 11/10/2000

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

Not sure if Nathan Deone Perschon is right for you?

Licenses & Designations

BOTH

Issued 01/15/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/25/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/30/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 02/06/1995

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Deone Perschon.
Not sure if Nathan Deone Perschon is right for you?