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Nathan Canada

Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
2 statesRegistered 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.

  1. Cetera Investment Advisers LLCMar 2024 to now
  2. Cetera Advisors LLCAug 2023 to now
  3. Comprehensive Financial SolutionsAug 2023 to now
  4. Key Financial ServicesAug 2022 to Aug 2023
  5. Salisbury UniversityAug 2021 to Aug 2022
  6. Key Financial ServicesMay 2021 to Aug 2021
  7. Salisbury UniversityAug 2020 to May 2021
  8. Ocean Resorts Golf ClubMay 2020 to Aug 2020
  9. Salisbury UniversityMay 2018 to May 2020
  10. James M Bennett High SchoolMay 2013 to May 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (MD, TX).

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
7795902
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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