Nathan DavidsonCRD Number: 5477577
Current Firm: Ameriprise Financial Services, Inc.
Nathan Davidson (CRD# 5477577) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Raleigh, NC and has over 9 years of experience in the finance industry. Nathan Davidson 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.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Ameriprise Financial Services Inc.||Concord, NH||May 2015 - Current||2|
|H.d. Vest Advisory Services||Concord, NH||Mar 2008 - May 2015||7|
|H.d. Vest Investment Services||Concord, NH||Dec 2007 - May 2015||7|
|J Daniel Davidson||Concord, NH||Oct 2007 - May 2015||7|
|Lupine Marketing Group||Salem, NC||Sep 2007 - Oct 2007||< 1|
|Unemployed||Raleigh, NC||Jun 2007 - Sep 2007||< 1|
|Drexel University||Philadelphia, PA||Jul 2005 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- 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)
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV