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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Robnett is a financial advisor with Avantax Advisory Services. Nathan has been in the financial industry since 2004 and has experience working with clients of all types, including individuals, families, and businesses. Nathan's primary focus is on providing comprehensive financial planning services, including retirement planning, investment management, and estate planning. Nathan holds Series 7 and Series 66 licenses and is registered with the state of Texas. Nathan's firm, Avantax Advisory Services, is a national financial services firm that provides a wide range of financial products and services, including investment management, insurance, and tax planning.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (AUSTIN TX)
TX
06/28/2019 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (AUSTIN TX)
TX
04/16/2015 - 07/02/2019
WOODBURY FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
01/06/2010 - 04/17/2015
NEXT FINANCIAL GROUP, INC. (AUSTIN TX)
TX
10/24/2008 - 12/23/2009
1ST GLOBAL CAPITAL CORP. (AUSTIN TX)
SC
05/27/2004 - 09/30/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
04/04/2003 - 06/10/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
12/21/2000 - 12/10/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 08/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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