Nathan Klevit (CRD# 1911801) is an Investment Advisor Representative working at Primerica Advisors in Chalfont, PA and has over 23 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Chalfont, PA | May 2021 - Current | 2 |
| Primerica Financial Services | Chalfont, PA | Dec 1999 - Current | 24 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington, NJ | Jul 2020 - Mar 2021 | < 1 |
| Bank Of America, N.a. | Pennington, NJ | Jul 2020 - Mar 2021 | < 1 |
| E*trade Securities LLC | King Of Prussia, PA | Mar 2019 - Jun 2020 | 1 |
| E*trade Capital Management LLC | King Of Prussia, PA | Mar 2019 - Jun 2020 | 1 |
| Valic Financial Advisors, Inc. | Berkeley Heights, NJ | Dec 2017 - Mar 2019 | 1 |
| The Vanguard Group, Inc. | Malvern, PA | May 2014 - Nov 2017 | 3 |
| Self Employed | Maple Glen, PA | Jan 1999 - May 2014 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2001 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- PA
- TX
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY
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