Nathaniel Holden (CRD# 6639783) is an Investment Advisor Representative working at Core Wealth Partners LLC in Meridian, ID and has over 8 years of experience in the finance industry.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Core Wealth Partners LLC | Meridian, ID | Mar 2021 - Current | 3 |
| Holden Hall LLC | Meridian, ID | Jan 2016 - Nov 2022 | 6 |
| Hac Certified Public Accountants, Inc. | Santa Rosa, CA | Dec 2018 - Dec 2020 | 2 |
| Holden & Company LLP | San Rafael, CA | Jun 2006 - Dec 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- ID
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Total Assets Under Management284MILLIONS
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Total Number of Accounts748ACCOUNTS
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Average Account Value$379,635
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, CA, CO, ID, LA, NV, OR, TX, WA
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