Svp- Branch Manager
Current
Sep 2024 - Present
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
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
SVP | Branch Manager (Newport Beach and Carlsbad Offices)Advisor and Employee Owned since 1935
Location
San Diego, California, United States
Company size
Who is Nate Truax? Overview
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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 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
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D.A. Davidson Companies
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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
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D.A. Davidson Companies
7 roles · 26 years
Nate Truax work experience
A career timeline built from the work history available for this profile.
Avp- Advisor Development
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 develop deeper, more meaningful client connections. As I leader, I strive to demonstrate selflessness, to show genuine care and concern for those around me and to leave things better than where I found it.Nathan Truax is a registered representative of Lincoln Financial Advisors Corp., securities and investment advisory services offered through Lincoln Financial Advisors Corp. , a broker/dealer (member SIPC) and registered investment advisor. Nathan Truax is securities registered in CA, FL, HI, and ID. : Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.CRN-6471266-031124
Apr 2019 - Apr 2024
Regional Director
Regional Director for Lincoln Financial Advisors covering Southern California, Hawaii, Nevada and Arizona
May 2011 - Apr 2019
Managing Principal
Questar Capital Corporation
Apr 2010 - May 2011
Supervisory Principal
Midpoint Financial Services
Sep 2003 - Sep 2009
Registered Representative
2001 - 2003
~2 yrs
Registered Representative
Western Capital Financial
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 →
KP
Katie Powell
Colleague at D.A. Davidson CompaniesCentral Point, Oregon, United States
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PD
Paul Donna
Colleague at D.A. Davidson CompaniesUnited States
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BK
Barrett Killam
Colleague at D.A. Davidson CompaniesGreat Falls, Montana, United States
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CL
Curry Lindgren
Colleague at D.A. Davidson CompaniesMilwaukee, Wisconsin, United States
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TP
Tessa Price
Colleague at D.A. Davidson CompaniesUnited States
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CF
Caterina Ferraro, Crpc®
Colleague at D.A. Davidson CompaniesSeattle, Washington, United States
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DP
Dave Preszler, Cfp®
Colleague at D.A. Davidson CompaniesMedford, Oregon, United States
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JP
Julie Paul
Colleague at D.A. Davidson CompaniesSeattle, Washington, United States
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JM
Julie Muguira Preston, Cpa, Cfp®
Colleague at D.A. Davidson CompaniesBoise Metropolitan Area, United States
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SO
Seth Owen
Colleague at D.A. Davidson CompaniesLouisville Metropolitan Area, United States
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Katie Powell
Colleague at D.A. Davidson CompaniesCentral Point, Oregon, United States
View →
PD
Paul Donna
Colleague at D.A. Davidson CompaniesUnited States
View →
BK
Barrett Killam
Colleague at D.A. Davidson CompaniesGreat Falls, Montana, United States
View →
CL
Curry Lindgren
Colleague at D.A. Davidson CompaniesMilwaukee, Wisconsin, United States
View →
TP
Tessa Price
Colleague at D.A. Davidson CompaniesUnited States
View →
CF
Caterina Ferraro, Crpc®
Colleague at D.A. Davidson CompaniesSeattle, Washington, United States
View →
DP
Dave Preszler, Cfp®
Colleague at D.A. Davidson CompaniesMedford, Oregon, United States
View →
JP
Julie Paul
Colleague at D.A. Davidson CompaniesSeattle, Washington, United States
View →
JM
Julie Muguira Preston, Cpa, Cfp®
Colleague at D.A. Davidson CompaniesBoise Metropolitan Area, United States
View →
SO
Seth Owen
Colleague at D.A. Davidson CompaniesLouisville Metropolitan Area, United States
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2 education records
Nate Truax education
Bachelor'S Degree, Business Administration And Management, General, Undergraduate
Education record
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 Katie Powell, Paul Donna, Barrett Killam, Curry Lindgren, and Tessa Price.
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.
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