Nathaniel James Barnette
Investment adviser representative at Private Advisor Group, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$57.7BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Private Advisor Group, LLCJun 2022 to now
- LPL Financial LLCFeb 2022 to now
- At&tMay 2019 to Feb 2022
- UnemployedSep 2018 to May 2019
- Raymond James Financial Services, Inc.Jun 2018 to Sep 2018
- At&tJan 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IN, VA).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 6961687
- Firm CRD
- 155216