Nathaniel Vieira, financial advisor Modesto CA
90 score

Nathaniel Vieira

CRD 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.

Similar Advisors
Jennifer Davis, financial advisor Modesto CA
Jennifer A. Davis
CRD# 2481766
Skyoak Wealth Management, Inc.
Score
93
Similar Advisors
Shijun Liu, financial advisor Modesto CA
Shijun Liu
CRD# 5793035
Parker Investment Management, LLC
Score
107
Similar Advisors
Bill Martin, financial advisor Modesto CA
Bill Martin
CRD# 1568084
Three Bell Capital LLC
Score
107
Company Name Location Dates Years
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
Contact Info for Nathaniel G. Vieira
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    969
    MILLIONS
  • Total Number of Accounts
    14,750
    ACCOUNTS
  • Average Account Value
    $65,719
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.