Nathan Bach (CRD# 7168068) is an Investment Advisor Representative working at Primerica Advisors in Marshall, TX and has over 4 years of experience in the finance industry.
CRD# 4315651
Edward Jones
CRD# 3197977
Lpl Financial LLC
CRD# 4827791
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Primerica Financial Services | Marshall, TX | Sep 2019 - Current | 4 |
| Pfs Investments Inc. | Marshall, TX | Feb 2011 - Current | 13 |
| Nate's Restoration Systems | Marshall, TX | May 1988 - Dec 2022 | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2019 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- TX
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, 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, WY
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