Nathan DornCRD Number: 6423834
Current Firm: Mariner Wealth Advisors, LLC
Nathan Dorn (CRD# 6423834) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in San Diego, CA and has over 2 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Firstpoint Financial||San Diego, CA||Nov 2014 - Current||1|
|Cbiz Life Insurance Solutions||San Diego, CA||Jan 2007 - Oct 2014||7|
|L&h International Promotions||San Diego, CA||Nov 2006 - Dec 2006||< 1|
|Unemployed||San Diego, CA||Sep 2006 - Nov 2006||< 1|
|Cooperative Development Services||St. Paul, MN||Feb 2004 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management673MILLIONS
Total Number of Accounts2,037ACCOUNTS
Average Account Value$330,386
- 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 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
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