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Nathan Eldon Williams

Investment adviser representative at Practice Financial Group
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$436.8MFirm 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 assetsFixed 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

16 years in the industry.

  1. Pfg Investments, LLCJul 2017 to now
  2. Independent Insurance SalesMar 2010 to now
  3. Practice Financial Group, LLCFeb 2010 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 1 state (TX).

Practice Financial Group

Legal name: Pfg Investments, LLC

$436.8MAssets managed
474Clients
7Advisers
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
5551283
Firm CRD
289256
Advisor's SEC record (opens in a new tab)
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