Nathan Snow (CRD# 6513402) is an Investment Advisor Representative working at Accruent Wealth Advisors in Winston Salem, NC and has over 8 years of experience in the finance industry. Nathan Snow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Accruent Wealth Advisors | Winston-salem, NC | Apr 2017 - Current | 7 |
Liberty University | Lynchburg, VA | Aug 2012 - Current | 11 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2015 - Dec 2016 | 1 |
Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2015 - Dec 2016 | 1 |
Liberty University | Lynchburg, VA | Nov 2013 - Aug 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- NC
-
Total Assets Under Management145MILLIONS
-
Total Number of Accounts553ACCOUNTS
-
Average Account Value$261,714
- 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
NC, TX
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