Nathan Macdonald (CRD# 2250393) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Auburn, ME and has over 26 years of experience in the finance industry.
CRD# 5157367
Lpl Financial LLC
CRD# 2029066
Osaic Wealth, Inc.
CRD# 2366693
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
| Cetera Advisors LLC | Denver, CO | Oct 2016 - Current | 7 |
| Atlantic Investment Advisors | Auburn, ME | Jan 2001 - Current | 23 |
| Investors Capital Corporation | Lynnfield, MA | May 2002 - Oct 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ME
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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
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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