Nathan Strietbeck (CRD# 7264819) is an Investment Advisor Representative working at Lpl Financial LLC in Cumberland, MD and has 1 year of experience in the finance industry.
CRD# 3183003
Lpl Financial LLC
CRD# 4613317
Cbiz Retirement Plan Advisory Services
CRD# 24875
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Ridgeley, WV | Mar 2024 - Current | < 1 |
| S&s Electric | Ridgeley, WV | Feb 2024 - Current | < 1 |
| Lpl Financial LLC | Cumberland, MD | Jul 2021 - Mar 2024 | 2 |
| First Peoples Community Federal Credit Union | Cumberland, MD | Jun 2020 - Mar 2024 | 3 |
| Frostburg State University | Frostburg, MD | Jan 2019 - Dec 2020 | 1 |
| West Virginia University | Morgantown, WV | Aug 2017 - Dec 2018 | 1 |
| Unemployed | Ridgeley, WV | Jun 2017 - Aug 2017 | < 1 |
| Frankfort High School | Ridgeley, WV | Aug 2014 - Jun 2017 | 2 |
| Unemployed | Ridgeley, WV | Jun 2014 - Aug 2014 | < 1 |
| Frankfort Middle School | Ridgeley, WV | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2022 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- MD
- WV
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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