Nathan Cade Odette
Investment adviser representative at LPL Financial LLC
13 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCMay 2025 to now
- Cuso Financial Services, LPMar 2023 to now
- America First Credit UnionJun 2022 to Mar 2023
- World Financial GroupJan 2022 to Mar 2023
- DominosSep 2021 to May 2022
- Northwestern MutualMay 2021 to Sep 2021
- Icon Health and FitnessAug 2020 to May 2021
- AmazonMay 2020 to Aug 2020
- UnemployedMar 2020 to May 2020
- Utah State Dining ServicesAug 2019 to Mar 2020
- Voluntary Service TripJul 2017 to Aug 2019
- StudentJan 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7361155
- Firm CRD
- 6413