Nathan Joyner
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Northwest Planning & Investments, LLCMar 2023 to now
- Cetera Advisors LLCFeb 2023 to now
- Premier TechnologyMar 2022 to Feb 2023
- TrestlewoodJul 2021 to Aug 2021
- UspsJan 2021 to May 2022
- Tadd Jenkins Auto GroupOct 2019 to Jan 2022
- Ridleys Farmer MarketSep 2019 to Jan 2020
- Ardent Pest ControlMay 2019 to Aug 2019
- Idaho State UniversityJan 2019 to Dec 2022
- Tadd Jenkins Auto GroupOct 2018 to May 2019
- ChevronJun 2017 to Oct 2018
- SchoolJul 2013 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7668241
- Firm CRD
- 105644