Nathan Salisbury, financial advisor Logan UT

Nathan Salisbury

CRD Number: 6662761
Current Firm: Beacon Financial Planning, LLC

Nathan Salisbury (CRD# 6662761) is an Investment Advisor Representative working at Beacon Financial Planning, LLC in Logan, UT and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Beacon Financial Planning, LLC Logan, UT Jan 2016 - Current 8
Aloha Ski & Snowboard Rental Park City, UT Jan 2016 - Dec 2018 2
Prestman Auto Murray, UT Jan 2017 - Dec 2017 < 1
Young Auto Mall Logan, UT Apr 2016 - Dec 2016 < 1
Cherry Peak Ski Resort Richmond, UT Dec 2015 - Apr 2016 < 1
Young Auto Mall Logan, UT Mar 2015 - Dec 2015 < 1
Wilson Motor Company Logan, UT Jul 2014 - Feb 2015 < 1
Dishone Grand Rapids, MI Nov 2013 - Jul 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Nathan T. Salisbury
Phone Number: 435-752-6496
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    48
    MILLIONS
  • Total Number of Accounts
    394
    ACCOUNTS
  • Average Account Value
    $120,950
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

ID, UT

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