Nathanial PhillipsCRD Number: 6263683
Current Firm: Lpl Financial LLC
Nathanial Phillips (CRD# 6263683) is an Investment Advisor Representative working at Lpl Financial LLC in West Point, NE and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Thrivent Investment Management Inc.
Securities America Advisors, Inc.
|Lpl Financial LLC||West Point, NE||Dec 2013 - Current||3|
|Indian Creek Golf Course||Elkhorn, NE||Jul 2011 - Oct 2013||2|
|Echo Valley Country Club||Norwalk, IA||May 2011 - Jul 2011||< 1|
|University Of Nebraska - Lincoln||Lincoln, NE||Aug 2006 - May 2011||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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
- 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