Nathaniel Burns (CRD# 7399253) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 2 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Goldman Sachs | Irvine, CA | Jan 2022 - Current | 2 |
Full Time Student | Mission Viejo, CA | Jan 2011 - Dec 2021 | 10 |
Goldman Sachs | Irvine, CA | Jun 2021 - Aug 2021 | < 1 |
Raising Canes | Laguna Hills, CA | Aug 2016 - Apr 2021 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- CA
-
Total Assets Under Management25,870MILLIONS
-
Total Number of Accounts46,004ACCOUNTS
-
Average Account Value$562,344
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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