Nathan Farnell (CRD# 5509649) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Truckee, CA and has over 15 years of experience in the finance industry.
CRD# 4906843
Trident Capital Advisors, LLC
CRD# 4862651
Schultz Financial Group Incorporated
CRD# 6226356
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Truckee, CA | Sep 2017 - Current | 6 |
| Questar Capital Corporation | Minneapolis, MN | Oct 2012 - Aug 2017 | 4 |
| Questar Asset Management | Minneapolis, MN | Oct 2012 - Aug 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- CA
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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