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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 Wall is a financial advisor with Onedigital Investment Advisors. Nathan has been in the financial services industry since 1998 and has a variety of experience in investment advisory services, including portfolio management, financial planning, and pension consulting. Nathan has served individual clients, corporations, and charitable organizations. Nathan specializes in working with clients seeking to manage their investments through a combination of strategies tailored to each client's unique circumstances. He is registered with the state of California and holds a Series 6, 7, 63, 65 and SIE.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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KS
01/01/2025 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
CA
12/05/2014 - 12/31/2015
LPL FINANCIAL LLC (REDWOOD CITY CA)
CA
09/04/2014 - 12/05/2014
NFP ADVISOR SERVICES, LLC (Redwood City CA)
CA
01/25/2012 - 09/03/2014
FINANCIAL TELESIS INC (REDWOOD CITY CA)
CA
08/06/2003 - 01/27/2012
LIBERTY GROUP, LLC (MOUNTAIN VIEW CA)
CA
07/01/2003 - 08/05/2003
ABD FINANCIAL SERVICES, INC. (REDWOOD CITY CA)
CA
02/02/2000 - 07/11/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
06/15/1999 - 01/18/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
CA
10/22/1998 - 05/03/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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