Nathalie Cote, financial advisor Fort Mill SC

Nathalie Cote

CRD Number: 7008686
Current Firm: Harvest Financial Planning, LLC

Nathalie Cote (CRD# 7008686) is an Investment Advisor Representative working at Harvest Financial Planning, LLC in Fort Mill, SC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Harvest Financial Planning LLC Fort Mill, SC Feb 2018 - Current 6
Belmont Abbey College Belmont, NC Aug 1998 - Current 25
Self-employed York, SC Jan 2015 - Feb 2018 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2018
Contact Info for Nathalie Cote
Phone Number: 803-547-2698
Registered State(s):
  • SC
Current Firm Details
Harvest Financial Planning, LLC
Firm's CRD Number: 293982
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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