Nathan Amann is a CFP-designated registered investment advisor, based in Charlotte, NC, with 14 years of industry experience.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
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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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Nathan is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This activity is not investment-related.
Employment History
Current Registrations
Vanguard Advisers, INC.
September 2022 - Present · 4 yrs
Vanguard Marketing CorporationBroker
September 2022 - Present · 4 yrs
Vanguard Marketing Corporation
September 2022 - Present · 4 yrs
Previous Registrations
Edward JonesBroker
May 2022 - August 2022 · 3 mos
Edward Jones
May 2022 - August 2022 · 3 mos
Vanguard Advisers, INC.
April 2017 - May 2022 · 5 yrs 1 mo
Vanguard Marketing CorporationBroker
April 2017 - May 2022 · 5 yrs 1 mo
Allen & Company of Florida, INC.
March 2012 - March 2017 · 5 yrs
Allen & Company of Florida, INC.Broker
April 2011 - March 2017 · 5 yrs 11 mos
State Registrations2 states
NCTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.