Nathanial Fort (CRD# 5279592) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Austin, TX and has over 16 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors LLC | Scottsdale, AZ | Nov 2019 - Current | 4 |
| Arbor Mutual, LLC | Ausitn, TX | Jun 2009 - Current | 14 |
| Allegis Investment Advisors | Idaho Falls, ID | Jul 2016 - Dec 2017 | 1 |
| Arbor Mutual Advisors | Austin, TX | Nov 2007 - Jan 2017 | 9 |
| Amicord Retirement Partners | Austin, TX | Sep 2010 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2007 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
- TX
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Total Assets Under Management5,442MILLIONS
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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