Nathan Crouch (CRD# 6334289) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Sulphur Springs, TX and has over 9 years of experience in the finance industry.
CRD# 6745503
Osaic Wealth, Inc.
CRD# 5318216
Raymond James Financial Services Advisors, Inc.
CRD# 2607738
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bfc Planning, Inc. | Sulphur Springs, TX | Feb 2019 - Current | 5 |
| Berthel Fisher & Company Financial Services, Inc. | Sulphur Springs, TX | Jul 2016 - Current | 7 |
| Pizza Inn | Sulphur Springs, TX | Dec 2002 - Jul 2016 | 13 |
| Allstate Insurance Co | Sulphur Springs, TX | Sep 2012 - Aug 2015 | 2 |
| Nathan Crouch Agency/crouch Insurance | Sulphur Springs, TX | Sep 2012 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- TX
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Total Assets Under Management742MILLIONS
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Total Number of Accounts3,481ACCOUNTS
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Average Account Value$213,220
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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