Nathan Bachrach, financial advisor Cincinnati OH
93 score

Nathan Bachrach

CRD Number: 1124585
Current Firm: Simply Money Advisors

Nathan Bachrach (CRD# 1124585) is an Investment Advisor Representative working at Simply Money Advisors in Cincinnati, OH and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Network Group, Ltd Cincinnati, OH Jan 2000 - Current 17
Royal Alliance Associates, Inc. Cincinnati, OH Jan 1991 - Feb 2012 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Nathan J. Bachrach
Phone Number: 513-469-7500
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    689
    MILLIONS
  • Total Number of Accounts
    4,354
    ACCOUNTS
  • Average Account Value
    $158,159
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, GA, IL, IN, KY, LA, MI, NC, OH, SC, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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