Nate Truax
AeroLeads people directory · profile

Nate Truax Email & Phone Number

SVP | Branch Manager (Newport Beach and Carlsbad Offices)Advisor and Employee Owned since 1935 at D.A. Davidson Companies
Location: San Diego, California, United States 7 work roles 2 schools
LinkedIn matched
✓ Verified Jun 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
D.A. Davidson Companies
Role
SVP | Branch Manager (Newport Beach and Carlsbad Offices)Advisor and Employee Owned since 1935
Location
San Diego, California, United States
Company size
976 employees

Who is Nate Truax? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Nate Truax is listed as SVP | Branch Manager (Newport Beach and Carlsbad Offices)Advisor and Employee Owned since 1935 at D.A. Davidson Companies, a company with 976 employees, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Nate Truax.

Nate Truax previously worked as SVP- Branch Manager at D.A. Davidson Companies and AVP- Advisor Development at Lincoln Financial Group. Nate Truax holds Bachelor'S Degree, Business Administration And Management, General, Undergraduate from University Of Utah.

Company email context

Email format at D.A. Davidson Companies

This section adds company-level context without repeating Nate Truax's masked contact details.

D.A. Davidson Companies

Review company-level records connected to Nate Truax before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Nate Truax

Nate Truax is a SVP | Branch Manager (Newport Beach and Carlsbad Offices)Advisor and Employee Owned since 1935 at D.A. Davidson Companies. He possess expertise in fee based financial planning, investment planning, retirement planning, retirement income strategies, business owner planning and 6 more skills. He is proficient in English.

Listed skills include Fee Based Financial Planning, Investment Planning, Retirement Planning, Retirement Income Strategies, and 7 others.

Current workplace

Nate Truax's current company

Company context helps verify the profile and gives searchers a useful next step.

D.A. Davidson Companies
D.A. Davidson Companies
SVP | Branch Manager (Newport Beach and Carlsbad Offices)Advisor and Employee Owned since 1935
great falls, montana, united states
Website
davidsoncompanies.com
Employees
976
AeroLeads page
Company profile
View company profile Email format
7 roles · 25 years

Nate Truax work experience

A career timeline built from the work history available for this profile.

Avp- Advisor Development

Lincoln Financial Group

Irvine, California, United States

As the Director of Advisor Development, I am responsible for driving corporate culture, executing on goals and providing thought leadership. In that role, I develop, train and teach the technical skills, cognitive skills, relationship and emotional intelligence skills that advisors would use to grow their practice, execute on strategy and most importantly.

Apr 2019 - Apr 2024

Regional Director

Lincoln Financial Group

Irvine, CA

Regional Director for Lincoln Financial Advisors covering Southern California, Hawaii, Nevada and Arizona

May 2011 - Apr 2019

Managing Principal

Questar Capital Corporation

Huntington Beach, CA

Apr 2010 - May 2011

Supervisory Principal

Midpoint Financial Services

Del Mar, CA

Sep 2003 - Sep 2009

Registered Representative

Lpl Financial

San Diego

2001 - 2003 ~2 yrs

Registered Representative

Western Capital Financial

La Jolla

Jan 1998 - Dec 2001
Team & coworkers

Colleagues at D.A. Davidson Companies

Other employees you can reach at davidsoncompanies.com. View company contacts for 976 employees →

CH Chenelle Hofman, Fpqp Chenelle Hofman, Fpqp Colleague at D.A. Davidson CompaniesSpokane-Coeur d'Alene Area, United States View → CB Cody Berg Cody Berg Colleague at D.A. Davidson CompaniesDenver Metropolitan Area, United States View → SH Susan Heibel Blahak Susan Heibel Blahak Colleague at D.A. Davidson CompaniesUnited States, United States View → HK Hilary Kosloske Hilary Kosloske Colleague at D.A. Davidson CompaniesWinston-Salem, North Carolina, United States, United States View → LB Leslie Brady Leslie Brady Colleague at D.A. Davidson CompaniesGreat Falls, Montana, United States, United States View → JV James V. James V. Colleague at D.A. Davidson CompaniesUnited States, United States View → JT Jeffrey Tinker Jeffrey Tinker Colleague at D.A. Davidson CompaniesNew York, New York, United States, United States View → PW Phil Winkel Phil Winkel Colleague at D.A. Davidson CompaniesGreater Seattle Area, United States View → MP Mike Parcel Mike Parcel Colleague at D.A. Davidson CompaniesGreat Falls, Montana, United States, United States View → RB Rainbow Brooks Rainbow Brooks Colleague at D.A. Davidson CompaniesRoseville, California, United States, United States View →
2 education records

Nate Truax education

Bachelor'S Degree, Business Administration And Management, General, Undergraduate

University Of Utah

Activities and Societies: Played Division 1 Baseball- Second Baseman

FAQ

Frequently asked questions about Nate Truax

Quick answers generated from the profile data available on this page.

What company does Nate Truax work for?

Nate Truax works for D.A. Davidson Companies.

What is Nate Truax's role at D.A. Davidson Companies?

Nate Truax is listed as SVP | Branch Manager (Newport Beach and Carlsbad Offices)Advisor and Employee Owned since 1935 at D.A. Davidson Companies.

Where is Nate Truax based?

Nate Truax is based in San Diego, California, United States while working with D.A. Davidson Companies.

What companies has Nate Truax worked for?

Nate Truax has worked for D.A. Davidson Companies, Lincoln Financial Group, Questar Capital Corporation, Midpoint Financial Services, and Lpl Financial.

Who are Nate Truax's colleagues at D.A. Davidson Companies?

Nate Truax's colleagues at D.A. Davidson Companies include Chenelle Hofman, Fpqp, Cody Berg, Susan Heibel Blahak, Hilary Kosloske, and Leslie Brady.

How can I contact Nate Truax?

You can use AeroLeads to view verified contact signals for Nate Truax at D.A. Davidson Companies, including work email, phone, and LinkedIn data when available.

What schools did Nate Truax attend?

Nate Truax holds Bachelor'S Degree, Business Administration And Management, General, Undergraduate from University Of Utah.

What skills is Nate Truax known for?

Nate Truax is listed with skills including Fee Based Financial Planning, Investment Planning, Retirement Planning, Retirement Income Strategies, Business Owner Planning, Estate Planning, 401K Rollovers, and Social Security.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Nate Truax you were looking for.

Nate Truax
Nate Truax
Electro Mechanical Technician At Skillwork
Galesville, Wi
Nate Truax
Nate Truax
Design • Development • Manufacturing
San Juan Capistrano, Ca
1 email domain
View similar profiles