Nathaniel Facarazzo (CRD# 4727297) is an Investment Advisor Representative working at Sequent Planning, LLC in Scottsdale, AZ and has over 20 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequent Planning, LLC | Scottsdale, AZ | Jan 2018 - Current | 6 |
| Futurity First Insurance Group | Scottsdale, AZ | Sep 2016 - Current | 7 |
| Regal Investment Advisors | Kentwood, MI | May 2014 - Oct 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2010 |
- AZ
- NV
- TX
-
Total Assets Under Management373MILLIONS
-
Total Number of Accounts4,279ACCOUNTS
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Average Account Value$87,272
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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