Nathaniel Hasto (CRD# 6863856) is an Investment Advisor Representative working at Lpl Financial LLC in Westfield, IN and has over 5 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Community First Bank Of In | Westfield, IN | Sep 2022 - Current | 1 |
| Lpl, Financial LLC | Westfield, IN | Aug 2022 - Current | 1 |
| American Portfolios Financial Services | Rochester, NY | Jun 2021 - Aug 2022 | 1 |
| Pfs Investmetns Inc. | Rochester, NY | Apr 2018 - Jun 2021 | 3 |
| Primerica Financial Services | Rochester, NY | Mar 2014 - Jun 2021 | 7 |
| Fedex | Rochester, NY | Oct 2017 - Dec 2018 | 1 |
| Heartland Payment Systems | Rochester, NY | Jul 2017 - Oct 2017 | < 1 |
| Examone | Rochester, NY | Dec 2014 - Jul 2017 | 2 |
| Cellular Sales Of Knoxville Inc. | Rochester, NY | Jun 2014 - Dec 2014 | < 1 |
| Sears | Rochester, NY | Jul 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2018 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- IN
- TX
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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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