Nathan FowlerCRD Number: 6025829
Current Firm: Pinnacle Investment Advisory
Nathan Fowler (CRD# 6025829) is an Investment Advisor Representative working at Pinnacle Investment Advisory in Nashville, TN and has over 4 years of experience in the finance industry. Nathan Fowler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|U.s. Bancorp Investments, Inc.||Nashville, TN||Oct 2013 - Jun 2016||2|
|U.s. Bank||Nashville, TN||Sep 2013 - Jun 2016||2|
|Bank Of America, N.a.||Franklin, TN||Mar 2012 - Sep 2013||1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Franklin, TN||Jan 2012 - Sep 2013||1|
|David Ward & Associates||Brentwood, TN||Aug 2003 - Jan 2012||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Total Assets Under Management290MILLIONS
Total Number of Accounts285ACCOUNTS
Average Account Value$1,017,544
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
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