Nathan Moser is a CFP-designated registered investment advisor at LPL Financial LLC, based in Downey, ID, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Downey, ID
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2012Employment Separation After Allegations
May 2010Other Business Activities
Nathan owns multiple rental real estate properties and a small dairy cattle operation, dedicating minimal time to each rental property and about half his time to the dairy operation. He also operates Moser Investment Management as a DBA for his LPL business, requiring a full-time commitment, and co-creates a podcast, spending about 10-20% of his time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations5 states
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