Ronald Nathan
Ronald Nathan is a ChFC-designated registered investment advisor at Lincoln Investment, based in Amherst, MA, with 56 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
20 Gatehouse Road, Amherst, MA, 01002
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald is an agent with The Nathan Agencies/Amherst Financial Services, selling life, health, long-term care, and disability insurance. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
Capital Analysts, IncorporatedBroker
Fidelity Equity Services CorporationBroker
Lowry Financial Services CorporationBroker
Buttonwood Securities Corporation of MassachusettsBroker
Security Investment Services CORP.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.