Nathan Lee Beauvais
Investment adviser representative at Sowa Financial Group
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$517MFirm assets
Are you Nathan Lee Beauvais? Claim your profile
Contact this firm
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
Experience
12 years in the industry.
- Sowa Financial Group, Inc.Oct 2014 to now
- Commonwealth Financial NetworkOct 2014 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (RI).
Sowa Financial Group
Legal name: Sowa Financial Group Inc
$517MAssets managed
572Clients
4Advisers
33 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
- 6405123
- Firm CRD
- 107646