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Nathaniel Phillip Carswell

Forthright Capital Advisory

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About Nathaniel Phillip Carswell

Nathaniel Phillip Carswell is a financial advisor with Forthright Capital Advisory. Nathaniel has been in the industry since 2006. Nathaniel has a Series 7 and Series 66 license. Nathaniel is also a Certified Financial Planner. Nathaniel has a wide range of experience working with clients on their financial planning needs. Nathaniel has experience working with individuals, high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth clients.

Firm Information

Nathaniel Carswell is currently registered with Forthright Capital Advisory. Forthright Capital Advisory is an investment advisor based in Las Vegas, Nevada. The firm provides financial planning, pension consulting, and portfolio management for individuals and businesses. They advise a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. As of their latest regulatory filing, they manage over $64 million in assets.
Forthright Capital Advisory

7251 W LAKE MEAD BLVD, STE 300

LAS VEGAS, NV 89128

$64.99M

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nathaniel Carswell’s Registration & Firm History

NC

12/01/2023 - Present

Forthright Capital Advisory (Greensboro NC)

NC

03/31/2009 - 10/10/2013

THRIVENT INVESTMENT MANAGEMENT INC. (KERNERSVILLE NC)

NC

07/30/2007 - 03/30/2009

FIRST COMMAND FINANCIAL PLANNING, INC. (KERNERSVILLE NC)

MO

02/05/2007 - 04/18/2007

EDWARD JONES (ST LOUIS MO)

NC

09/19/2006 - 02/13/2007

AMERIPRISE FINANCIAL SERVICES, INC. (HIGH POINT NC)

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Licenses & Designations

BOTH

Issued 02/16/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathaniel Phillip Carswell.
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