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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 Yeomans is a financial advisor currently registered with RFG Advisory, LLC. Nathan has been in the industry since 2006 and is licensed to provide financial advice in Colorado and Texas. Prior to joining RFG Advisory, LLC, Nathan worked for several other firms, including Transamerica Financial Advisors, Inc., Edward Jones, Accelerated Wealth Advisors, LLC, and Centennial Advisor Group, LLC dba Design Wealth Advisors. Nathan is also the owner of several businesses, including Design Wealth Advisors and Design Health. Nathan specializes in working with individuals, high-net-worth individuals, corporations, trusts, charitable organizations, and pension and profit-sharing plans.
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.
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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CO
02/01/2023 - Present
RFG Advisory, LLC (Englewood CO)
CO
07/20/2012 - 07/02/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
CO
05/09/2006 - 10/05/2006
EDWARD JONES (LAKEWOOD CO)
BC
Issued 09/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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