Nathan GoldbergCRD Number: 1020246
Current Firm: Kestra Advisory Services, LLC
Nathan Goldberg (CRD# 1020246) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Blacklick, OH and has over 20 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||2|
|Mutual Benefit Life||Columbus, OH||Dec 1974 - Current||43|
|Goldberg Financial Services||Columbus, OH||Dec 1974 - Current||43|
|Partners Securities, Inc.||Austin, TX||Aug 1997 - Apr 2016||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 1997|
Total Assets Under Management16,009MILLIONS
Total Number of Accounts63,471ACCOUNTS
Average Account Value$252,225
- 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
- Pension consulting services
- 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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