Nathaniel Starkey, financial advisor Rapid City SD

Nathaniel Starkey

CRD Number: 5657517
Current Firm: Lpl Financial LLC

Nathaniel Starkey (CRD# 5657517) is an Investment Advisor Representative working at Lpl Financial LLC in Rapid City, SD and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Rapid City, SD Sep 2023 - Current < 1
Bms Financial Advisors, LLC Rapid City, SD Sep 2020 - Current 3
Osaic Wealth, Inc. Rapid City, SD Sep 2023 - Sep 2023 < 1
Sagepoint Financial, Inc. Rapid City, IA Sep 2020 - Sep 2023 3
Clark Capital Management Group, Inc. Philadelphia, PA Jan 2020 - Sep 2020 < 1
Sagepoint Financial Phoenix, AZ Dec 2017 - Dec 2019 2
National Planning Holdings Denver, CO Apr 2014 - Nov 2017 3
Jackson National Life Distributors Denver, CO May 2009 - Apr 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2009
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Nathaniel A. Starkey
Phone Number: 704-733-3300
Registered State(s):
  • SD
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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