Nathan Quilter, financial advisor Dublin OH

Nathan Quilter

CRD Number: 6680690
Current Firm: Retirement Strategies, Ltd.

Nathan Quilter (CRD# 6680690) is an Investment Advisor Representative working at Retirement Strategies, Ltd. in Dublin, OH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Strategies, Ltd. Dublin, OH Sep 2015 - Current 8
Old Mohawk Columbus, OH Dec 2011 - Current 12
Financial Solutions, LLC Dublin, OH Nov 2014 - Jun 2015 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2016
Contact Info for Nathan P. Quilter
Phone Number: 614-799-8668
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    206
    MILLIONS
  • Total Number of Accounts
    943
    ACCOUNTS
  • Average Account Value
    $218,073
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

FL, LA, OH, TX

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