Nathan Roybal (CRD# 5884910) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Albuquerque, NM and has over 9 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6343481
The H Group, Inc.
CRD# 2376474
Cuso Financial Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jul 2016 - Current | 7 |
| Loving Thunder Therapeutic Horse Riding | Rio Rancho, NM | Mar 2015 - Current | 9 |
| Compass Bank | Birmingham, AL | Mar 2016 - Jul 2016 | < 1 |
| Bbva Wealth Solutions Inc. | Albuquerque, NM | Mar 2016 - Jul 2016 | < 1 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Mar 2016 - Jul 2016 | < 1 |
| Bbva Securities Inc. | Albuquerque, NM | Mar 2016 - Jul 2016 | < 1 |
| Cetera Advisor Networks, LLC | El Segundo, CA | Mar 2014 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- NM
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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