Nathan Creviston is a CFP, ChFC-designated registered investment advisor at Lincoln Investment, based in Shaker Heights, OH, with 9 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
1115 Tower East, 20600 Chagrin Boulevard, Shaker Heights, OH, 44122
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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.
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Nathan works as a Manager, Wealth Management/IAR at Capital Advisors LTD, dedicating nearly full-time hours to this role. He spends most of his time on securities trading.
Employment History
Current Registrations
Lincoln InvestmentBroker
Lincoln Investment
Capital Advisors, LTD., LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations15 states
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