Nathan Allred, financial advisor Payson UT

Nathan Allred

CRD Number: 7508659
Current Firm: Bristlecone Wealth, LLC

Nathan Allred (CRD# 7508659) is an Investment Advisor Representative working at Bristlecone Wealth, LLC in Payson, UT and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bristlecone Wealth, LLC Lindon, UT Mar 2022 - Current 1
Crypto Consulting LLC Lindon, UT Aug 2021 - Apr 2022 < 1
Proform Trading, Llc D/b/a Apiary Fund Lindon, UT Jan 2011 - Apr 2022 11
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Malta Capital Group LLC Lindon, UT Nov 2013 - May 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2022
Contact Info for Nathan M. Allred
Phone Number: (801) 830-9249
Registered State(s):
  • CA
  • TN
  • TX
  • UT
Current Firm Details
Bristlecone Wealth, LLC
Firm's CRD Number: 319234
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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