Nathaniel Oliphant, financial advisor Wichita KS
93 score

Nathaniel Oliphant

CRD Number: 5297366
Current Firm: Primerica Advisors

Nathaniel Oliphant (CRD# 5297366) is an Investment Advisor Representative working at Primerica Advisors in Wichita, KS and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Wichita, KS Feb 2007 - Current 9
Primerica Financial Services Wichita, KS Aug 2006 - Current 10
Newman University Wichita, KS Aug 2006 - May 2008 1
Bicycle X-change Wichita, KS Jun 2005 - Dec 2006 1
Bishop Curroll Hs Wichita, KS Aug 2002 - Aug 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Nathaniel J. Oliphant
Phone Number: 800-544-5445
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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