Unclaimed
Nathan Richardson is a financial advisor with LPL Financial LLC in PORT ANGELES, WA. Nathan has been in the industry since 2001 and holds both Series 7 and 66 licenses. Nathan has been registered with LPL Financial LLC since 2020 and has been previously registered with E.K. Riley Investments, LLC and First Allied Securities, Inc. Nathan has also been registered with Washington since 2020 and with Idaho in 2023. Nathan's previous experience also includes work as an attorney in Port Angeles, WA since 1980.
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
WA
10/01/2020 - Present
LPL Financial LLC (PORT ANGELES WA)
WA
11/16/2007 - 11/06/2020
EK RILEY INVESTMENTS, LLC (Port Angeles WA)
WA
05/17/2004 - 11/16/2007
FIRST ALLIED SECURITIES, INC. (PORT ANGELES WA)
WA
01/05/2001 - 05/17/2004
RAGEN MACKENZIE INVESTMENT SERVICES, LLC (SEATTLE WA)
BOTH
Issued 01/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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