Nathaniel Carswell (CRD# 5141661) is an Investment Advisor Representative working at Forthright Capital Advisory in Greensboro, NC and has over 17 years of experience in the finance industry. Nathaniel Carswell 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.
CRD# 2756872
Absher Wealth Management, LLC
CRD# 1698005
Grove Point Advisors, LLC
CRD# 4161901
Founders Financial Alliance, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forthright Capital Advisory | Las Vegas, NV | Nov 2023 - Current | < 1 |
| Onedigital Investment Advisors LLC | Overland Park, KS | Aug 2023 - Nov 2023 | < 1 |
| Triad Financial Advisors, Inc. | Greensboro, NC | Sep 2018 - Nov 2023 | 5 |
| Morton Wealth Management | Greensboro, NC | Oct 2013 - Aug 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- NY
- NC
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Total Assets Under Management26MILLIONS
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Total Number of Accounts264ACCOUNTS
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Average Account Value$100,253
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CT, FL, GA, HI, IL, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA
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