Nathan Cherry (CRD# 6435430) is an Investment Advisor Representative working at Hicks & Associates Wealth Management, LLC in Cary, NC and has over 8 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelis Financial | Southern Pines, NC | Jan 2024 - Current | < 1 |
| Hicks & Associates Wealthmanagement, LLC | Cary, NC | Oct 2022 - Current | 1 |
| Wealthshield Partners, LLC | Cary, NC | Oct 2020 - Oct 2022 | 2 |
| Ameriprise Financial Services Inc. | Southern Pines, NC | Jul 2019 - Oct 2020 | 1 |
| Ameriprise Financial Services Inc. | Columbia, MD | Mar 2017 - Jul 2019 | 2 |
| M&t Securities, Inc. | Silver Springs, MD | May 2016 - Mar 2017 | < 1 |
| Edward Jones | St. Louis, MO | Mar 2015 - May 2016 | 1 |
| Southside Southern Baptist Church | Parkersburg, WV | Mar 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management124MILLIONS
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Total Number of Accounts881ACCOUNTS
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Average Account Value$140,701
- 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
FL, MD, NC, NH, TX, VA, WV
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