Nathan Cooley (CRD# 7548197) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bentonville, AR and has 1 year of experience in the finance industry.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | Saint Cloud, MN | Feb 2023 - Current | 1 |
| Regions Bank | Bentonville, AR | Feb 2023 - Current | 1 |
| Cetera Investment Advisers LLC | Bentonville, AR | Feb 2023 - Current | 1 |
| Bankers Life & Casualty, Inc. | Lowell, AR | May 2021 - Current | 3 |
| Bankers Life Advisory Services | Lowell, AR | Aug 2022 - Feb 2023 | < 1 |
| Bankers Life Securities, Inc. | Lowell, AR | May 2022 - Feb 2023 | < 1 |
| Assurance | Centerton, AR | Dec 2020 - May 2021 | < 1 |
| Financial Solutions LLC | Houston, TX | Dec 2019 - Apr 2021 | 1 |
| Lowe's | Rogers, AR | Dec 2020 - Feb 2021 | < 1 |
| Pat H Foley Funeral Directors | Houston, TX | Mar 2020 - Sep 2020 | < 1 |
| Good Feet Midwest | Houston, TX | Aug 2019 - Dec 2019 | < 1 |
| Dignity Memorial | Houston, TX | Jul 2017 - Sep 2019 | 2 |
| Fun In The Sun | Orlando, FL | Nov 2016 - Jun 2017 | < 1 |
| Pool Pleaser | Orlando, FL | Jun 2016 - Nov 2016 | < 1 |
| Camp Gunnison | Gunnison, CO | Jul 2014 - May 2016 | 1 |
| The Way College Of Biblical Research | New Knoxville, OH | Aug 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- AR
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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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