Nathan Buckles
Nathan Buckles is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 18 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1904 W Parkside Ln Ste 100, Phoenix, AZ, 85027
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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
Nathan is an independent insurance agent selling fixed insurance products since 2013, dedicating about 10-20% of his time. He also owns Meridian Special Needs Planning LLC, where he provides financial planning services, including the sale of insurance, securities, and investment products, taking up nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Advisors, LLCBroker
State Registrations6 states
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