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Nathan Woolstenhulme

19 Years of Experience
Henderson, NV
Broker

Nathan Woolstenhulme is a registered investment advisor at LPL Financial LLC, based in Henderson, NV, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

2560 Anthem Village Drive #150, Henderson, NV, 89052

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nathan operates Resolute Wealth Advisors as a DBA for his LPL business. This activity is investment-related and occurs at his reported business location.

Employment History
Current Registrations
LPL Financial LLC
August 2023 - Present · 2 yrs 9 mos
LPL Financial LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2017 - September 2023 · 6 yrs 8 mos
Raymond James Financial Services, INC.Broker
December 2016 - September 2023 · 6 yrs 9 mos
Edward Jones
November 2006 - December 2016 · 10 yrs 1 mo
Edward JonesBroker
September 2006 - December 2016 · 10 yrs 3 mos
State Registrations12 states
ALAZCACOFLNCNVNYOHTXUTWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.