Nathan O'leary (CRD# 5427154) is an Investment Advisor Representative working at Lpl Financial LLC in Tacoma, WA and has over 16 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 5464276
Sitka Pacific Capital Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Tacoma, WA | Jul 2021 - Current | 2 |
Shift4 Strategies, LLC | Tacoma, WA | May 2021 - Jul 2021 | < 1 |
Shift4 Strategies, LLC | Tacoma, WA | May 2021 - Jul 2021 | < 1 |
Burien Lions | Burien, WA | Nov 2020 - Jul 2021 | < 1 |
Nathan O'leary Notary Public | Des Moines, WA | Jun 2019 - Jul 2021 | 2 |
Va Medical Center | Lakewood, WA | Jul 2016 - Jul 2021 | 5 |
Va Medical Center | Seattle, WA | Jun 2016 - Jul 2021 | 5 |
Sherry Gow | Tacoma, WA | Feb 2016 - Jul 2021 | 5 |
Waddell & Reed, Inc. | Tacoma, WA | Sep 2013 - Jul 2021 | 7 |
Various Insurance Carriers For W & R Insurance Agencies | Des Moines, WA | Sep 2013 - Jul 2021 | 7 |
Rental | San Diego, CA | Dec 1995 - Jul 2021 | 25 |
Rental | Burien, WA | Jun 2015 - Aug 2017 | 2 |
Burien Lions | Des Moines, WA | Jul 2015 - Jul 2016 | 1 |
Highline Medical Center | Burien, WA | Mar 2013 - Jul 2014 | 1 |
Burien Lions Club | Burien, WA | Jun 2014 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- CA
- WA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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