Nathan O'steen (CRD# 2094599) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Dallas, TX and has over 9 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Integrated Advisors Network, Llc Dba Capital City | Palos Verdes Estates, CA | Jan 2020 - Current | 4 |
W. Wall And Company Inc. | Asheville, NC | Jun 2017 - Dec 2019 | 2 |
Aspire Private Capital | Cornelius, NC | Mar 2017 - Apr 2017 | < 1 |
Unemployed | Asheville, NC | Oct 2016 - Mar 2017 | < 1 |
Bank Of America, N.a. | Asheville, NC | Jan 2016 - Oct 2016 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Asheville, NC | Jul 2015 - Oct 2016 | 1 |
First Dominion Capital Corp. | Richmond, VA | Jul 2014 - Jul 2015 | 1 |
Nearside Distribution Asset Services | Fredericksburg, VA | Jul 2014 - Jul 2015 | 1 |
Nate O'steen, Sole Proprietor | Chandler, AZ | Sep 2009 - Jul 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
S63 | Uniform Securities State Law Examination | Feb 2015 |
- CA
- NC
- SC
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Total Assets Under Management4,215MILLIONS
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Total Number of Accounts11,998ACCOUNTS
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Average Account Value$351,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
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