NJ
CFP
NJ
CFP

Nathan Joyner

2 Years of Experience
Centralia, WA
Broker

Nathan Joyner is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Centralia, WA, with 2 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

620 West Main, Centralia, WA, 98531

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Nathan is a financial professional at Northwest Planning & Investments, LLC, a financial services firm, since March 2023. This takes about a quarter of his time, with a significant portion during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
August 2023 - Present · 2 yrs 11 mos
State Registrations1 state
WA
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.