Nathan Lee Ketcham
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered 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.
- Credit Union of ColoradoOct 2023 to now
- LPL Financial LLCMar 2023 to now
- Koi NY LLCNov 2021 to now
- Tao UptownMay 2021 to Nov 2021
- UnemploymentApr 2020 to Aug 2020
- The Fulton By Jean-georgesFeb 2019 to May 2021
- The Rag TraderNov 2018 to Feb 2019
- Koi NY LLCSep 2017 to Nov 2018
- Unemployed Whilst Moving From Colorado To New YorkJul 2017 to Sep 2017
- SnoozeMar 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7715484
- Firm CRD
- 6413