Nathan Poorbaugh (CRD# 6076566) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 11 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Key Investment Services | Pepper Pike, OH | Jul 2019 - Current | 4 |
Key Investment Services, LLC | Pepper Pike, OH | Jul 2017 - Jul 2019 | 2 |
Keybank | Connellsville, PA | Jul 2017 - Jul 2019 | 2 |
Keybank | Connellsville, PA | Mar 2017 - Jul 2017 | < 1 |
Key Investment Services, LLC | Pepper Pike, OH | Mar 2017 - Jul 2017 | < 1 |
Key Investment Services LLC | Pepper Pike, OH | Sep 2016 - Mar 2017 | < 1 |
Keybank | Connellsville, PA | Sep 2016 - Mar 2017 | < 1 |
Lpl Finaical LLC | Connellsville, PA | Jul 2016 - Sep 2016 | < 1 |
First Niagara Bank | Connellsville, PA | Jul 2016 - Sep 2016 | < 1 |
Wells Fargo Advisors, LLC | Murray, UT | Aug 2015 - Jul 2016 | < 1 |
Wells Fargo Bank, Na | Murray, UT | May 2015 - Jul 2016 | 1 |
Lowes | Salt Lake City, UT | May 2015 - Jun 2015 | < 1 |
Supervalu | New Stanton, PA | Feb 2015 - Apr 2015 | < 1 |
Sagepoint Financial | Oakmont, PA | Jun 2012 - Jan 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2012 |
S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- PA
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Total Assets Under Management4,188MILLIONS
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Total Number of Accounts26,437ACCOUNTS
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Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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