Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Dwayne Roberts is a financial advisor with LPL Financial LLC. Nathan has been in the financial services industry since 2013. Nathan is registered with the state of Mississippi and has Series 6, Series 63 and Series 65 licenses. In addition to his role at LPL Financial LLC, Nathan is a business owner of E & B Enterprise, LLC and Keesler Financial Group. Nathan is also a Managing Partner at Primary Properties, LLC. Previously, Nathan worked at Hancock Investment Services, Inc., Hancock Bank, AIG Financial Network, E.J. Roberts Insurance Agency, State Farm VP Management Corp., AXA Advisors, LLC, Wells Fargo Clearing Services, LLC, Wells Fargo Bank NA, CUNA Brokerage Services, Inc, CUNA Mutual Group, The Nathan Roberts Agency, LLC and Allstate Insurance Co.
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
MS
01/10/2024 - Present
LPL Financial LLC (BILOXI MS)
MS
12/23/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (BILOXI MS)
MS
05/02/2017 - 01/02/2020
WELLS FARGO CLEARING SERVICES, LLC (OCEAN SPRINGS MS)
LA
10/13/2016 - 04/13/2017
AXA ADVISORS, LLC (NEW ORLEANS LA)
IL
06/02/2016 - 08/25/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MS
02/18/2015 - 08/12/2015
HANCOCK INVESTMENT SERVICES, INC. (GULFPORT MS)
MS
11/18/2013 - 02/11/2015
ALLSTATE FINANCIAL SERVICES, LLC (HATTIESBURG MS)
IA
Issued 11/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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