NC
CFP
NC
CFP

Nathan Canada

2 Years of Experience
Salisbury, MD
Broker

Nathan Canada is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Salisbury, MD, with 2 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

953 Mt Hermon Rd, Salisbury, MD, 21804

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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 Comprehensive Financial Solutions as a DBA for financial services. 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 7 mos
Cetera Advisors LLCBroker
October 2023 - Present · 3 yrs
Previous Registrations
Cetera Advisors LLC
January 2024 - March 2024 · 2 mos
State Registrations16 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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