Nathan Bennett is a CFP, ChFC-designated registered investment advisor, based in San Ramon, CA, with 25 years of industry experience.
Location
2633 Camino Ramon, Suite 200, San Ramon, CA, 94583
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan is a 50% owner and managing partner of Summit Financial Group, LLC, where he also serves as CEO and chair of the leadership team. He dedicates about a quarter to half of his time to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations43 states
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