Nathan Kallal (CRD# 7285034) is an Investment Advisor Representative working at Oxenfree Financial in Satellite Beach, FL and has over 3 years of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 1210763
Kestra Advisory Services, LLC
CRD# 6847163
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oxenfree Financial | Satellite Beach, FL | Jun 2023 - Current | < 1 |
| Affinity Financial Advisors | Lawrence, KS | Aug 2020 - Oct 2023 | 3 |
| James Phillips Pa Dba Phillips Financial Advisors | Akron, OH | Aug 2020 - Oct 2023 | 3 |
| Freedom High School | Orlando, FL | Aug 2015 - Jul 2021 | 5 |
| Faith Christian Academy | Orlando, FL | Aug 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- FL
- TX
-
Total Assets Under Management121MILLIONS
-
Total Number of Accounts1,232ACCOUNTS
-
Average Account Value$97,978
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, LA, NC, OH, PA, TN, TX
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