Nathan Robert Legrand
Investment adviser representative at Guardian Wealth Advisors, LLC
28 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Guardian Wealth Advisors, LLCJan 2025 to now
- Org Partners, LLCJul 2021 to Jan 2025
- Wealthshield Partners, LLCOct 2020 to Jul 2021
- Raymond James Financial Services Advisors, IncJan 2009 to Oct 2020
- Raymond James Financial Services, Inc.Aug 1998 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (NC, NE).
Guardian Wealth Advisors, LLC
$2.7BAssets managed
2,262Clients
33Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2657326
- Firm CRD
- 305412