Nathan Wall (CRD# 3111677) is an Investment Advisor Representative working at Onedigital Investment Advisors in Redwood City, CA and has over 24 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Resources Investment Advisors | Overland Park, KS | Dec 2019 - Current | 4 |
Digital Insurance, LLC | Atlanta, GA | May 2018 - Current | 5 |
Lpl Financial, LLC | Redwood City, CA | Dec 2014 - Current | 9 |
Global Retirement Partners LLC | San Rafael, CA | Dec 2014 - Current | 9 |
I2i Benefits And Insurance Services, LLC | Redwood City, CA | Dec 2011 - May 2018 | 6 |
Nfp Securities | Austin, TX | Sep 2014 - Dec 2014 | < 1 |
Financial Telesis Inc. | San Rafael, CA | Jan 2012 - Sep 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1999 |
S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- CA
-
Total Assets Under Management89,149MILLIONS
-
Total Number of Accounts25,199ACCOUNTS
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Average Account Value$3,537,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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