Nathan Chan (CRD# 7693400) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fremont, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Fremont, CA | Apr 2023 - Current | 1 |
| Massmutual Life Insurance Company | Fremont, CA | Jan 2023 - Current | 1 |
| Nathan Chan (self-employed) | Fremont, CA | Feb 2020 - Apr 2023 | 3 |
| Saint Luke's Health System | Kansas City, MO | Oct 2016 - Jun 2020 | 3 |
| University Of Missouri Kansas City - School Of Pharmacy | Kansas City, MO | Jul 2016 - May 2020 | 3 |
| Fremont Dermatology Clinic | Fremont, CA | Jun 2015 - Jun 2016 | 1 |
| Evelyn Li M.d. | Fremont, CA | Mar 2015 - Apr 2016 | 1 |
| Lash Group | San Bruno, CA | Oct 2014 - Feb 2015 | < 1 |
| Unemployed | Fremont, CA | Jul 2014 - Sep 2014 | < 1 |
| University Of California San Diego | La Jolla, CA | Aug 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- CA
-
Total Assets Under Management72,828MILLIONS
-
Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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