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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 Billigmeier is a financial advisor with Towerpoint Wealth, LLC. Nathan's primary office is located in Sacramento, California. Nathan has been in the financial industry for more than 10 years. Nathan offers a variety of financial services, including portfolio management, financial planning, and selection of other advisors. Nathan is a registered representative and investment advisor representative in the state of California. Nathan is also licensed to offer investment advice in other states. Nathan has a Series 66 license, which allows him to offer both securities and investment advisory services. Nathan also holds the Series 7 and SIE licenses. Nathan's current firm, Towerpoint Wealth, LLC, is based in Sacramento, California and specializes in providing financial advice to individuals and businesses. The firm is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Nathan has worked for several financial firms throughout his career, including Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, and Purshe Kaplan Sterling Investments.
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.
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.
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.
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CA
10/09/2018 - Present
Towerpoint Wealth, LLC (SACRAMENTO CA)
CA
01/07/2019 - 07/01/2021
PURSHE KAPLAN STERLING INVESTMENTS (Sacramento CA)
CA
02/28/2013 - 06/08/2017
WELLS FARGO CLEARING SERVICES, LLC (SACRAMENTO CA)
BOTH
Issued 06/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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