Nathan Handl (CRD# 6767107) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Englewood, CO and has over 7 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix, AZ | Aug 2019 - Current | 4 |
| Bank Of America, N.a. | Phoenix, AZ | Aug 2019 - Current | 4 |
| Jp Morgan Securities LLC | Litchfield Park, AZ | Mar 2017 - Aug 2019 | 2 |
| Jpmorgan Chase Bank | Litchfield Park, AZ | Mar 2017 - Aug 2019 | 2 |
| Trek Bicycle Store Of West Phoenix | Avondale, AZ | May 2011 - Nov 2017 | 6 |
| Cox Communications | Phoenix, AZ | Aug 2015 - Feb 2017 | 1 |
| Unemployed | Litchfield Park, AZ | Apr 2015 - Aug 2015 | < 1 |
| Empire West Title Agency | Phoenix, AZ | Mar 2014 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- CA
- CO
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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