| Advisor Profile |
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| Name: |
Nathan Running |
| Phone Number: |
(520) 829-3109 |
| Website: |
Visit Website
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Business Description |
| As an independent advisor, I create unbiased customized investment strategies to help build, manage, and protect my client's wealth. For more detailed information regarding specific products and services please visit our web-site. Securities and advisory services offered through Linsco/Private Ledger Member FINRA/SIPC |
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General Information |
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| States Licensed in: |
AZ, CA, CO, FL, IA, IN, MD, MN, NE, OH, OR, TX, WA, WI, WY
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| Years of Experience in Financial Services: |
10
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Education |
| Academic Background |
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| Bachelor of Science Business Management minor Economics- Montana State University - Bozeman, MT |
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Services |
| Investment Types: |
Variable Insurance Products, Alternative Investments, Options & Futures, Mutual Funds, Annuities, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Financial Planner
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| Securities Licenses: |
Series 24, Series 63, Series 65, Life & Health, Series 7, Series 6
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compensation & Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$200,000
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| Compensation Methods: |
Based on Assets, Commissions, Flat Fee, Hourly
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| Prepared By: |
Nathan Running |
| Most Recent Update: |
06/18/2008 |
Frequently Asked Questions |
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