NC
CFP · ChFC
NC
CFP · ChFC

Nathan Price Creviston

9 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
982 advisors
Number of Clients
137,534 clients
Average Client Portfolio
$137K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
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Location

1115 Tower East, 20600 Chagrin Boulevard, Shaker Heights, OH, 44122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Nathan works as a Manager, Wealth Management/IAR at Capital Advisors LTD, dedicating nearly full-time hours to this role. He spends most of his time on securities trading.

Employment History
Current Registrations
Lincoln Investment
September 2018 - Present · 7 yrs 5 mos
Lincoln InvestmentBroker
September 2018 - Present · 7 yrs 5 mos
Capital Advisors, LTD., LLC
September 2018 - Present · 7 yrs 5 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
October 2016 - September 2018 · 1 yr 11 mos
State Registrations15 states
AZCACOFLGAILMANCNHNYOHORSCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.