Nathan G. B.

Nathan G. B. Email and Phone Number

NAIFA / FSP / Society of Financial Service Professionals @
Nathan G. B.'s Location
Greater Philadelphia, United States
About Nathan G. B.

We are interested in exploring the acquisition of financial advisory practices and insurance professional's books of business.Experienced business owner and Wealth Manager with a demonstrated history of working in the investment management, insurance underwriting and products industry, personal and business financial and estate planning. Skilled in: Ethics, Entrepreneurship, Sales, Team Building, Management, Leadership, and Strategic Planning. Strong finance professional with a CFP certificate completion focused in Comprehensive Financial Planning Certificate from the CFP board and Fairleigh Dickenson University, America College, and Shippensburg University.

Nathan G. B.'s Current Company Details
Comprehensive Financial Planning and Wealth Management

Comprehensive Financial Planning And Wealth Management

NAIFA / FSP / Society of Financial Service Professionals
Nathan G. B. Work Experience Details
  • Comprehensive Financial Planning And Wealth Management
    Comprehensive Financial Planning And Wealth Management - Lpl Financial -
    Comprehensive Financial Planning And Wealth Management Jan 2008 - Present
    Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Fsp / Society Of Financial Service Professionals
    Member Board Of Directors
    Fsp / Society Of Financial Service Professionals Sep 2002 - Present
    New Jersey, United States - Philadelphia, Pa
    Board Member Society of Financial Service Professionals / FSP
  • Mercer County Estate Planning Council
    Member
    Mercer County Estate Planning Council 2015 - 2024
  • Park Avenue Securities Llc Pas Is An Indirect, Wholly Owned Subsidiary Of The Guardian Life Ins. Co
    Investmment Advisor Representative
    Park Avenue Securities Llc Pas Is An Indirect, Wholly Owned Subsidiary Of The Guardian Life Ins. Co 2002 - 2008
    Financial Advisor
  • Nco Financial
    Financial, Healthcare, Commercial Tbo Division, National Account Executive
    Nco Financial Aug 1992 - Dec 2002
    View

Nathan G. B. Education Details

Frequently Asked Questions about Nathan G. B.

What company does Nathan G. B. work for?

Nathan G. B. works for Comprehensive Financial Planning And Wealth Management

What is Nathan G. B.'s role at the current company?

Nathan G. B.'s current role is NAIFA / FSP / Society of Financial Service Professionals.

What schools did Nathan G. B. attend?

Nathan G. B. attended Pine Richland High School, Certified Financial Planning Board Of Standards, Inc., Fairleigh Dickenson University, The American College, Shippensburg University Of Pennsylvania.

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