Nathan Reeve (CRD# 7233130) is an Investment Advisor Representative working at Intrua Financial in Houston, TX and has over 4 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Houston, TX | Dec 2022 - Current | 1 |
| Intrua Financial | Houston, TX | Nov 2022 - Current | 1 |
| Nreeve Capital Holdings | Houston, TX | May 2021 - Current | 3 |
| Jpmorgan Chase Bank Na | Houston, TX | Feb 2020 - Nov 2022 | 2 |
| Jpmorgan Securities LLC | Houston, TX | Feb 2020 - Nov 2022 | 2 |
| Unemployed | Virginia Beach, VA | Nov 2019 - Feb 2020 | < 1 |
| Witt O'brien's LLC | Houston, TX | Oct 2019 - Nov 2019 | < 1 |
| Pungo Tuck International LLC | Virginia Beach, VA | Jun 2018 - Oct 2019 | 1 |
| U.s. Navy - Naval Special Warfare Development Group | Virginia Beach, VA | Aug 2002 - Oct 2018 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2020 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- TX
-
Total Assets Under Management1,657MILLIONS
-
Total Number of Accounts7,354ACCOUNTS
-
Average Account Value$225,255
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NJ, NM, OK, PA, TN, TX, VA, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.