Nathaniel Burt, financial advisor Richland WA

Nathaniel Burt

CRD Number: 7340965
Current Firm: Epic Trust Investment Advisors LLC

Nathaniel Burt (CRD# 7340965) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Epic Trust Financial Group Richland, WA Jul 2020 - Current 3
Burt Tax And Accounting Kennewick, WA Jan 2015 - Jun 2020 5
Unemployed Boise, ID Oct 2014 - Jan 2015 < 1
Boise State University Boise, ID Aug 2013 - Dec 2014 1
Clearwater Analytics Boise, ID May 2014 - Sep 2014 < 1

Nathaniel Burt has no recent exams reported.
Contact Info for Nathaniel S. Burt
Phone Number: 509-591-0014
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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