Nathan Parkins (CRD# 7199079) is an Investment Advisor Representative working at Concordia Wealth Planning, LLC in Elmhurst, IL and has over 4 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concordia Wealth Planning, LLC | Powell, OH | Aug 2022 - Current | 1 |
| Cryptail Corp | San Diego, CA | Jun 2022 - Current | 1 |
| Molei Financial | Evanston, IL | Nov 2019 - Current | 4 |
| Fincap Advisors LLC | Evanston, IL | Nov 2019 - Current | 4 |
| Parkins Advisory Group Llc (d.b.a Molei Llc) | Evanston, IL | Jul 2019 - Aug 2022 | 3 |
| Skil Crypto LLC | Elmburst, IL | Aug 2021 - Jul 2022 | < 1 |
| Flamefi LLC | Elmhurst, IL | Mar 2021 - Jul 2022 | 1 |
| Heritage Life Insurance Company | Chicago, IL | May 2019 - Apr 2020 | < 1 |
| Popular Pays | Chicago, IL | Apr 2018 - May 2019 | 1 |
| Outcome Health | Chicago, IL | Jul 2015 - Apr 2018 | 2 |
| Top Shelf Bartending Inc. | Chicago, IN | Feb 2011 - Dec 2015 | 4 |
| Acco Brands Usa | Lake Zurich, IL | May 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- OH
- TX
-
Total Assets Under Management45MILLIONS
-
Total Number of Accounts164ACCOUNTS
-
Average Account Value$276,829
- 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)
- Educational seminars/workshops
OH, PR, TX
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