Natalie Kristen Samuels
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
Contact this advisor
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Northern Lights Advisors, Inc.Sep 2026 to now
- CWM, LLCMay 2026 to Aug 2026
- Jackson Wealth Management, LLCNov 2022 to Aug 2026
- Starbucks Coffee CompanyJan 2018 to Nov 2022
- The Walt Disney CompanyAug 2017 to Dec 2017
- Little Water Cantina LLCJun 2017 to Aug 2017
- University of WashingtonAug 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Northern Lights Advisors, Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7819199
- 167824