Nathan McCrillis, financial advisor Indianapolis IN
93 score

Nathan McCrillis

CRD Number: 5610003
Current Firm: Charles Schwab & Company, Inc.

Nathan McCrillis (CRD# 5610003) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indianapolis, IN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Indianapolis, IN Apr 2013 - Current 3
Raymond James Financial Services Indianapolis, IN Sep 2012 - Apr 2013 < 1
Raymond James Financial Services Advisors Inc. Indianapolis, IN Sep 2012 - Apr 2013 < 1
Pnc Investments Woodburn, IN Apr 2011 - Sep 2012 1
Sii Investments New Haven, IN Jan 2011 - Apr 2011 < 1
Thrivent Financial Fort Wayne, IN Oct 2008 - Jan 2011 2
Unemployed Fort Wayne, IN Jun 2008 - Oct 2008 < 1
Citi Financial Fort Wayne, IN Jun 2005 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Nathan K. McCrillis
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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