NC
CFP
NC
CFP
Nathan Crotser
25 Years of Experience
Longmont, CO
1 DisclosureBrokerSells Insurance
Nathan Crotser is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Longmont, CO, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
2040 Terry Street, Suite 104, Longmont, CO, 80501
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2002Settled
Other Business ActivitiesSells Insurance
Nathan sells long-term care insurance in Longmont, CO since 2004. This activity requires minimal time and does not occur during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
December 2003 - Present · 22 yrs 5 mos
Previous Registrations
Raymond James Financial Services
December 2003 - January 2009 · 5 yrs 1 mo
Veravest Investment Advisors, INC.
June 2003 - December 2003 · 6 mos
Veravest Investments, INC.Broker
October 2002 - December 2003 · 1 yr 2 mos
American Express Financial Advisors INC.Broker
August 2000 - August 2002 · 2 yrs
Ids Life Insurance CompanyBroker
August 2000 - August 2002 · 2 yrs
State Registrations24 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.