Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Bennett is a financial advisor with over 23 years of experience in the financial services industry. Nathan is a Certified Financial Planner and Chartered Financial Consultant. Nathan is registered to offer securities and investment advisory services in 45 states, including California and Texas. Nathan is also a 50% owner and managing partner of Summit Financial Group, LLC. Nathan's firm, Raymond James Financial Services Advisors, Inc., offers a wide range of financial services, including financial planning, investment management, and retirement planning. The firm has over 6,500 clients and manages over $344 billion in assets.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
05/31/2023 - Present
Raymond James Financial Services Advisors, Inc. (San Ramon CA)
CA
05/16/2000 - 05/31/2023
SECURIAN FINANCIAL SERVICES, INC. (SAN RAMON CA)
BOTH
Issued 06/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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