Nathan
Roberts

Lpl Financial LLC

CRD#6259190
Investment Advisor
in Biloxi, MS

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About this Advisor

Nathan Roberts is a financial advisor based in Biloxi, Mississippi, working with Lpl Financial LLC. Nathan has previously held positions at The Nathan Roberts Agency, LLC, Allstate Insurance Co, Hancock Investment Services, Inc, Hancock Bank, Aig Financial Network, E.J. Roberts Insurance Agency, State Farm Vp Management Corp, Axa Advisors, LLC, Wells Fargo Clearing Services, LLC, Wells Fargo Bank Na, Cuna Brokerage Services, Inc, Cuna Mutual Group, and Lpl Financial LLC. Nathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Mississippi. Currently, Nathan is part of Lpl Financial LLC, which operates out of Biloxi, Mississippi. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2602 Pass Road
Biloxi, MS 39531

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

MS Average: $646,059,043
Total Number of Employees

35,841

MS Average: 13
Total Number of Accounts

1,910,545

MS Average: 661
Average Account Size

$242,588

MS Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Nathan Roberts Work History

2022 - Present (3 years)

Lpl Financial LLC

2019 - Present (6 years)

Cuna Brokerage Services, Inc

2019 - Present (6 years)

Cuna Mutual Group

2017 - 2019 (2 years)

Wells Fargo Clearing Services, LLC

2017 - 2019 (2 years)

Wells Fargo Bank Na

2016 - 2016 (< 1 year)

E.J. Roberts Insurance Agency

2016 - 2016 (< 1 year)

State Farm Vp Management Corp

2016 - 2017 (1 year)

Axa Advisors, LLC

2015 - 2015 (< 1 year)

Hancock Investment Services, Inc

2015 - 2015 (< 1 year)

Hancock Bank

2015 - 2016 (1 year)

Aig Financial Network

2011 - 2015 (4 years)

The Nathan Roberts Agency, LLC

2011 - 2015 (4 years)

Allstate Insurance Co

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Disclosures

Please visit the SEC profile of Nathan Roberts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Benjamin Hall
Abingdon, VA
Christopher Claude
Altamonte Springs, FL
John Senchak
Hyde Park, NY
Frederick Martens
Novato, CA
Cole Gillespie
Scottsdale, AZ
David Wiley
La Jolla, CA
Tyler Zavala
Peoria, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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