Nathan BitnerCRD Number: 5467284
Current Firm: H.d. Vest Advisory Services, Inc.
Nathan Bitner (CRD# 5467284) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Wylie, TX and has over 8 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|H.d.vest Advisory Services||Irving, TX||Feb 2014 - Current||2|
|Hdvest||Irving, TX||Jan 2014 - Current||2|
|J.p. Morgan Securities LLC||Garland, TX||Oct 2012 - Oct 2013||1|
|Chase Investment Services Corp||Wylie, TX||Dec 2007 - Oct 2012||4|
|Jp Morgan Chase Bank Na||Wylie, TX||Dec 2007 - Oct 2011||3|
|Unemployed||Wylie, TX||Oct 2007 - Nov 2007||< 1|
|Primelending||Dallas, TX||May 2007 - Sep 2007||< 1|
|New Century / Home123||Dallas, TX||Feb 2006 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
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:
- Criminal Record
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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