Nathan RobertsCRD Number: 6259190
Current Firm: Cuna Brokerage Services, Inc.
Nathan Roberts (CRD# 6259190) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Biloxi, MS and has over 7 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Stifel, Nicolaus & Company, Incorporated
|Cuna Brokerage Services, Inc.||Waverly, IA||Dec 2019 - Current||2|
|Cuna Mutual Group||Waverly, IA||Dec 2019 - Current||2|
|Wells Fargo Clearing Services, LLC||Ocean Springs, MS||Apr 2017 - Dec 2019||2|
|Wells Fargo Bank Na||Ocean Springs, MS||Apr 2017 - Dec 2019||2|
|Axa Advisors, LLC||New York, NY||Sep 2016 - Apr 2017||< 1|
|E.j. Roberts Insurance Agency||Gulfport, MS||Mar 2016 - Aug 2016||< 1|
|State Farm Vp Management Corp.||Gulfport, MS||Jan 2016 - Aug 2016||< 1|
|Aig Financial Network||Mobile, AL||Nov 2015 - Jan 2016||< 1|
|Hancock Investment Services, Inc.||Gulfport, MS||Feb 2015 - Aug 2015||< 1|
|Hancock Bank||Gulfport, MS||Feb 2015 - Aug 2015||< 1|
|The Nathan Roberts Agency, LLC||Hattiesburg, MS||Dec 2011 - Feb 2015||3|
|Allstate Insurance Co||Hattiesburg, MS||Sep 2011 - Feb 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2014|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
Total Assets Under Management3,030MILLIONS
Total Number of Accounts15,081ACCOUNTS
Average Account Value$200,896
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
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