Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Doyle Wallace is a financial advisor with over 18 years of experience in the financial services industry. Nathan currently works with LPL Financial LLC, a well-established firm with a strong reputation in the industry. Previously, Nathan was affiliated with several other firms, including LINCOLN INVESTMENT, LEGEND EQUITIES CORPORATION, KMS FINANCIAL SERVICES, INC., SCF SECURITIES, INC., and CENTAURUS FINANCIAL, INC. Nathan specializes in providing financial planning, portfolio management for individuals and businesses, as well as consulting and other non-discretionary advisory services. Nathan holds the Series 6, SIE, and Series 63 licenses, which allows him to offer a wide range of investment products and services to his clients.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
08/27/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
ID
01/03/2017 - 08/28/2024
LINCOLN INVESTMENT (Hayden ID)
ID
11/05/2015 - 01/03/2017
LEGEND EQUITIES CORPORATION (Hayden ID)
ID
03/04/2014 - 11/05/2015
KMS FINANCIAL SERVICES, INC. (COEUR D'ALENE ID)
ID
11/18/2011 - 03/05/2014
SCF SECURITIES, INC. (COEUR D ALENE ID)
ID
11/16/2007 - 11/18/2011
CENTAURUS FINANCIAL, INC. (COEUR D ALENE ID)
ID
04/11/2005 - 12/05/2007
NYLIFE SECURITIES LLC (COEUR D'ALENE ID)
BC
Issued 10/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nathan Wallace is the right advisor for you? Invested Better is here to help.
