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.
CRD# 840425
Equitable Advisors, LLC
CRD# 6890976
Acentus Group LLC
CRD# 4388180
Primerica Advisors
| 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 |
| Nma Investments, Inc. | Lindon, UT | Jun 2006 - Apr 2022 | 15 |
| Malta Capital Group LLC | Lindon, UT | Nov 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- CA
- TN
- TX
- UT
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts92ACCOUNTS
-
Average Account Value$26,846
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TN, TX, UT
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