Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan W.d. Spohn is a financial advisor who has been in the industry since 2003. Nathan is currently registered with LPL Financial LLC in New Jersey and Texas. Nathan has previously been registered with EF Legacy Securities, LLC, Sanders Morris Harris LLC, and Fidelity Brokerage Services LLC. Nathan is also a Certified Financial Planner. Nathan has experience working with individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Nathan specializes in providing a range of advisory services, including financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
05/12/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
NJ
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (CHERRY HILL NJ)
VA
01/15/2010 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
VA
04/07/2003 - 01/04/2010
FIDELITY BROKERAGE SERVICES LLC (RESTON VA)
BOTH
Issued 09/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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