Nathan Chisholm (CRD# 6425136) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 7 years of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 5157367
Lpl Financial LLC
CRD# 2883211
R M Davis Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valmark Advisers Inc. | Akron, OH | Sep 2020 - Current | 3 |
| Gilbert Investments | Portland, ME | Jun 2020 - Aug 2020 | < 1 |
| Stone Coast Fund Services | Portland, ME | Sep 2018 - Mar 2020 | 1 |
| Personal Capital Advisors | Denver, CO | May 2015 - Jun 2018 | 3 |
| Raymond James Financial Services | Littleton, CO | Nov 2014 - Apr 2015 | < 1 |
| Farmers Insurance | Centennial, CO | Jun 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
| S63 | Uniform Securities State Law Examination | Jul 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- ME
- NH
-
Total Assets Under Management7,030MILLIONS
-
Total Number of Accounts17,262ACCOUNTS
-
Average Account Value$407,229
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.