Nathan Forristal-Garcia, financial advisor Fulton MD

Nathan Forristal-Garcia

CRD Number: 5904611
Current Firm: Strategic Wealth Partners, Ltd.

Nathan Forristal-Garcia (CRD# 5904611) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Fulton, MD and has over 12 years of experience in the finance industry. Nathan Forristal-Garcia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Strategic Wealth Partners Independence, OH Oct 2017 - Current 6
Westbourne Investments Inc. Alexandria, VA Mar 2015 - Sep 2017 2
Lpl Financial, LLC Alexandria, VA Sep 2013 - Mar 2015 1
Campbell Wealth Management Alexandria, VA Sep 2013 - Mar 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Nathan A. Forristal-Garcia
Phone Number: (216) 800-9000
Registered State(s):
  • MD
  • OH
  • VA
By the Numbers
  • Total Assets Under Management
    796
    MILLIONS
  • Total Number of Accounts
    2,393
    ACCOUNTS
  • Average Account Value
    $332,567
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV

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