Nathan Yeomans (CRD# 5110349) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 16 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rfg Advisory, Llc D/b/a Design Wealth Advisors | Englewood, CO | Jan 2023 - Current | 1 |
| Centennial Advisor Group, Llc Dba Design Wealth Advisors | Englewood, CO | May 2013 - Current | 10 |
| Yeomans Photography/photo Booth Bliss, LLC | Centennial, CO | Dec 2004 - Current | 19 |
| Accelerated Wealth Advisors, LLC | Colorado Springs, CO | Apr 2015 - Jan 2023 | 7 |
| Accelerated Wealth, LLC | Colorado Springs, CO | Apr 2015 - Jan 2023 | 7 |
| Accelerated Insurance Group | Englewood, CO | Jul 2014 - Jan 2023 | 8 |
| Gradient Advisors, LLC | Arden Hills, MN | Jul 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
- CO
- TX
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Total Assets Under Management3,859MILLIONS
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Total Number of Accounts17,871ACCOUNTS
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Average Account Value$215,951
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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