Nathan WilliCRD Number: 5926776
Current Firm: Pnc Investments
Nathan Willi (CRD# 5926776) is an Investment Advisor Representative working at Pnc Investments in Pittsburgh, PA and has over 5 years of experience in the finance industry.
Wealthcare Capital Management LLC
Lpl Financial LLC
C.b. Bond Financial Planning, Inc.
|Pnc Investments||Pittsburgh, PA||Dec 2014 - Current||1|
|Pnc Investments||Pittsburgh, PA||Nov 2013 - Dec 2014||1|
|Best Buy||Peoria, IL||Oct 2012 - Oct 2013||1|
|Unemployed||Peoria, IL||Mar 2012 - Oct 2012||< 1|
|Morgan Stanley Smith Barney||Peoria, IL||May 2011 - Mar 2012||< 1|
|Alwan's And Sons Meat Company||Peoria, IL||Jan 2011 - May 2011||< 1|
|Unemployed||Peoria, IL||Jun 2010 - Dec 2010||< 1|
|University Of Michigan||Ann Arbor, MI||May 2008 - Jun 2010||2|
|Arrowhead Country Club||Peoria, IL||May 2008 - Aug 2008||< 1|
|South Quad Dining Hall||Ann Arbor, MI||Oct 2007 - Apr 2008||< 1|
|University Of Michigan||Ann Arbor, MI||Sep 2007 - Apr 2008||< 1|
|Eddie Bauer||Peoria, IL||Jun 2007 - Aug 2007||< 1|
|University Of Michigan||Ann Arbor, MI||Sep 2006 - Apr 2007||< 1|
|Caterpillar, Inc.||Mossville, IL||Sep 2005 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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