Nathaniel VieiraCRD Number: 6390354
Current Firm: Transamerica Financial Advisors, Inc.
Nathaniel Vieira (CRD# 6390354) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 3 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Parker Investment Management, LLC
Three Bell Capital LLC
|Transamerica Financial Advisors, Inc.||Modesto, CA||Jun 2017 - Current||< 1|
|World Financial Group, Inc.||Modesto, CA||May 2017 - Current||< 1|
|United States Army National Guard||Sacramento, CA||Dec 2016 - Current||1|
|Robert Mclaughlin||Stockton, CA||Jan 2017 - Jun 2017||< 1|
|Various Insurance Carriers For W&r Insurance Agencies||Oakdale, CA||Apr 2016 - Jan 2017||< 1|
|Waddell & Reed Inc.||Stockton, CA||Apr 2016 - Jan 2017||< 1|
|Northwestern Mutual Investment Services LLC||Modesto, CA||Sep 2014 - Jan 2017||2|
|None||Riverbank, CA||Jun 2014 - Jan 2017||2|
|N-vision Consulting||Riverbank, CA||Sep 2013 - Jan 2017||3|
|Nv Cattle Company||Oakdale, CA||Apr 2006 - Jan 2017||10|
|Northwestern Mutual Investment Services||Modesto, CA||Sep 2014 - Mar 2016||1|
|Pearl Crop Trading||Stockton, CA||Sep 2013 - Oct 2014||1|
|Circle V Enterprises||Oakdale, CA||Sep 2010 - Sep 2013||3|
|Student||Escalon, CA||Aug 2006 - Sep 2013||7|
|Csu, Chico||Oakdale, CA||Aug 2009 - May 2013||3|
|Pacific Atlantic Property Management||Ventura, CA||Apr 2007 - Jul 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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