Nathan Borchardt
Nathan Borchardt is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tacoma, WA, with 17 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
Firm Size
IM Fee
Assets Under Management
Location
1919 N. Pearl Street, Suite B1, Tacoma, WA, 98406
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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 Activities
Nathan is an associate/employee at The Commerce Company, a support company. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wedbush Securities INC.Broker
Wedbush Securities INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Mbsc Securities CorporationBroker
Citigroup Global Markets INC.Broker
State Registrations16 states
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