Nathan Leishman (CRD# 5711285) is an Investment Advisor Representative working at Ostrofe Financial Consultants Inc. in Grass Valley, CA and has over 5 years of experience in the finance industry.
CRD# 2579690
Ameriprise Financial Services, LLC
CRD# 5142926
State Farm Investment Management Corp.
CRD# 1852661
Mariner Independent
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Grass Valley, CA | Apr 2018 - Current | 6 |
| Ostrofe Financial Consultants, Inc. | Grass Valley, CA | Sep 2017 - Current | 6 |
| Self-employed | Cambridge, MA | May 2017 - Aug 2017 | < 1 |
| Westwood Global Investments, LLC | Boston, MA | Jan 2010 - Apr 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- CA
-
Total Assets Under Management262MILLIONS
-
Total Number of Accounts1,431ACCOUNTS
-
Average Account Value$182,877
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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