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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 Paul Rogers is an investment advisor representative at EP Wealth Advisors, located in Torrance, CA. Nathan is licensed to provide financial advice in California and has been in the industry for over 10 years. Nathan has a strong background in financial planning, portfolio management, and retirement planning. Nathan is dedicated to helping clients achieve their financial goals.
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.
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.
Retirement plan advisory services & tax preparation 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.
A percentage of the total value of assets under management is charged.
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CA
03/27/2024 - Present
EP Wealth Advisors (TORRANCE CA)
CA
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (ROSEVILLE CA)
CA
09/24/2015 - 02/26/2018
SCOTTRADE, INC. (REDDING CA)
CA
10/22/2013 - 09/23/2015
ALLSTATE FINANCIAL SERVICES, LLC (REDDING CA)
IA
Issued 03/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/24/2013
Series 30 - NFA Branch Manager Examination
BC
Issued 06/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2013
Series 3 - National Commodity Futures Examination
Active
Inactive
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