Nathan
Kallal
Affinity Financial Advisors
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About this Advisor
Nathan Kallal is a financial advisor operating out of Satellite Beach, Florida with a total of 3 years of relevant experience. Kallal is an employee of Affinity Financial Advisors. Their career trajectory has included roles at Affinity Financial Advisors, Freedom High School, Red Oak High School, Faith Christian Academy and James Phillips Pa Dba Phillips Financial Advisors. Kallal maintains a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Florida and Texas. Affinity Financial Advisors is an advisory business that has its headquarters in Lawrence, KS. The firm has offices in five locations and a total of 22 financial advisors. It handles $466 million in total assets across its 2,278 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 2,278 accounts, 18% are held by high-net-worth clients who have more than $1 million in assets available to invest. Affinity Financial Advisors provides a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors typically are based on which services are provided. Fee types charged by Affinity Financial Advisors most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Affinity Financial Advisors Brokerage Details
$466,300,682
22
2,278
$204,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Nathan Kallal Work History
Nathan has been registered as a financial advisor for 3 years.*
Affinity Financial Advisors
James Phillips Pa Dba Phillips Financial Advisors
Freedom High School
Red Oak High School
Faith Christian Academy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nathan Kallal 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 Affinity Financial Advisors
Satellite Beach, FL
Satellite Beach, FL
Lawrence, KS
Lawrence, KS
Lawrence, KS
Marysville, KS
Lawrence, KS
The content in this profile was updated by SmartAsset on 4/16/2023. 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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