Nathan Green (CRD# 6902628) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Orlando, FL and has over 6 years of experience in the finance industry. Nathan Green 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.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Horizon | Orlando, FL | Apr 2021 - Current | 3 |
| Suntrust Advisory Services, Inc. | Atlanta, GA | Jan 2020 - Apr 2021 | 1 |
| Suntrust Investment Services,inc. | Atlanta, GA | Jan 2018 - Apr 2021 | 3 |
| Suntrust Bank | Lake Mary, FL | Jan 2018 - Apr 2021 | 3 |
| Suntrust Bank | Heathrow, FL | Jan 2015 - Dec 2017 | 2 |
| Suntrust Bank | Heathrow, FL | Jan 2013 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2018 |
- FL
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Total Assets Under Management12,388MILLIONS
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Total Number of Accounts8,973ACCOUNTS
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Average Account Value$1,380,631
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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