ADVISOR BIO

Nathan David White is a financial advisor who has been in the industry since 2001. He currently works for Onedigital Investment Advisors in Walnut Creek, California. Nathan holds a Series 6, Series 63, Series 65 and SIE licenses. Previously, Nathan worked for Triad Advisors, LPL Financial, M Holdings Securities, and GWFS Equities. Nathan provides financial planning, pension consulting and portfolio management services to individuals, businesses and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Nathan 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.

SPECIALIZATIONS

ADVISOR BIO

Nathan Salimi is an investment advisor representative associated with Protection Point Advisors, a firm registered with the state of California. Nathan is a licensed investment advisor with the Series 65 license, indicating a comprehensive understanding of investment advisory laws and regulations. Nathan has a diverse background that includes experience in education and the soccer industry, demonstrating a well-rounded approach to client interactions. Nathan's expertise includes financial planning, portfolio management for individuals, and selection of other advisors, allowing Nathan to create tailored financial solutions for a variety of clients.

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ADVISOR BIO

Nathan 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.

SPECIALIZATIONS

ADVISOR BIO

Nathan Eugene Peyzner is an investment advisor representative at Fidelity Personal And Workplace Advisors. Nathan is licensed in 15 states and has been in the industry since August 5, 2020. He has a Series 7TO, Series 66, and SIE license. His firm specializes in financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Nathan Doyle Wallace is a financial advisor with over 18 years of experience in the financial services industry. Nathan currently works with LPL Financial LLC, a well-established firm with a strong reputation in the industry. Previously, Nathan was affiliated with several other firms, including LINCOLN INVESTMENT, LEGEND EQUITIES CORPORATION, KMS FINANCIAL SERVICES, INC., SCF SECURITIES, INC., and CENTAURUS FINANCIAL, INC. Nathan specializes in providing financial planning, portfolio management for individuals and businesses, as well as consulting and other non-discretionary advisory services. Nathan holds the Series 6, SIE, and Series 63 licenses, which allows him to offer a wide range of investment products and services to his clients.

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ADVISOR BIO

Nathan Gregory Fletcher is a financial advisor registered with J.P. Morgan Securities LLC. Nathan has been in the industry since 2024 and is licensed to provide financial advice in 53 states and 2 districts. Nathan holds the Series 7TO, SIE and Series 66 licenses, and is registered with both FINRA and the SEC. In addition to financial advice, Nathan also provides portfolio management services for both individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Nathan Norris Farnell has been in the financial services industry since 2008. Nathan is currently registered with Charles Schwab & CO., Inc. as a Registered Representative (RA) in California and Texas. Nathan has previous experience with Questar Capital Corporation and Woodbury Financial Services, Inc.. Nathan has a combined 36 state licenses as well as licenses from FINRA. Nathan holds the Series 66, Series 9, Series 10, SIE, and Series 7 licenses and is a registered investment advisor in California and Texas. Nathan is an active member of the industry and is committed to providing clients with the best possible financial advice.

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ADVISOR BIO

Nathan Feliciano Alvarado is a financial advisor with Wells Fargo Clearing Services, LLC. Nathan has been in the industry since 1984 and has a wide range of experience in the financial services industry. Nathan is registered with the Securities and Exchange Commission (SEC) and is also registered with the state of California. Nathan is a financial advisor that can help you with a variety of financial needs, including: investment planning, retirement planning, college savings, and estate planning. Nathan is committed to providing his clients with personalized service and guidance to help them achieve their financial goals. Nathan is a Wells Fargo Advisor, and has held previous positions with A. G. Edwards & Sons, Inc., Shearson Lehman Hutton Inc., and E. F. Hutton & Company Inc.

SPECIALIZATIONS

ADVISOR BIO

Nathan Truax is a financial advisor with over 20 years of experience in the industry. Nathan is currently registered with D.A. Davidson & Co. and has previously been registered with Lincoln Financial Advisors Corporation, Questar Capital Corporation, Girard Securities, Inc., Midpoint Financial Services, Inc., Securities America, Inc., Sentra Securities Corporation, and Royal Alliance Associates, Inc. Nathan holds the Series 7, Series 24, Series 63, Series 65, and SIE licenses. Nathan specializes in providing financial planning, investment management, and retirement planning services to individuals, corporations, and institutions.

SPECIALIZATIONS