Nathan BilottaCRD Number: 5374182
Current Firm: Lincoln Financial Advisors Corporation
Nathan Bilotta (CRD# 5374182) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fitchburg, MA and has over 9 years of experience in the finance industry.
United Planners' Financial Services Of America A Limited Partner
Journey Financial Planners, LLC
Commonwealth Financial Network
|Lincoln Financial Advisors Corp||Fitchburg, MA||Jun 2007 - Current||9|
|The Mortgage Specialistrs||Nashua, NH||Jan 2007 - Jun 2007||< 1|
|First Horizon Home Loans||Warwick, RI||Mar 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management13,548MILLIONS
Total Number of Accounts52,000ACCOUNTS
Average Account Value$260,535
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, 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, VT, WA, WI, WV
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