Nathaniel BarnhartCRD Number: 1898299
Current Firm: Secure Investment Management, LLC
Nathaniel Barnhart (CRD# 1898299) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has over 22 years of experience in the finance industry.
First Allied Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cuso Financial Services, LP
|Gf Investment Services, LLC||Sarasota, FL||Nov 2014 - Current||2|
|Secure Investment Management||Tucson, AZ||Apr 2013 - Current||3|
|Jd Mellberg Financial||Tucson, AZ||Apr 2013 - Current||3|
|Unemployed||Tucson, AZ||Dec 2012 - Apr 2013||< 1|
|Charles Schwab & Company,inc||Phoenix, AZ||Dec 2010 - Dec 2012||2|
|Charles Schwab Bank||Phoenix, AZ||Dec 2010 - Dec 2012||2|
|Diversco Building Services Inc.||Columbus, OH||Oct 2009 - Nov 2010||1|
|Charles Schwab & Company, Inc.||Santa Fe, NM||Aug 2005 - Oct 2009||4|
|Charles Schwab Bank N.a.||Santa Fe, NM||Aug 2005 - Oct 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1994|
|S66||NASAA Uniform Combined State Law Examination||Oct 2005|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
Total Assets Under Management71MILLIONS
Total Number of Accounts1,764ACCOUNTS
Average Account Value$40,453
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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