Nathan
Kallal
Oxenfree Financial
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About this Advisor
Nathan Kallal is a financial advisor based in Satellite Beach, Florida, working with Oxenfree Financial. Nathan has previously held positions at Affinity Financial Advisors, Freedom High School, Faith Christian Academy, James Phillips Pa Dba Phillips Financial Advisors, and Oxenfree Financial. Nathan has passed the Series 65 regulatory exam and is registered to provide services in Florida, Ohio, and Texas. Currently, Nathan is part of Oxenfree Financial, which operates out of Satellite Beach, Florida. The firm has 2 offices and 5 employees. The firm manages assets totaling $120.7 million 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, and other services. The fee structure at Oxenfree Financial includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oxenfree Financial Brokerage Details
$120,709,341
5
1,232
$97,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Nathan Kallal Work History
Oxenfree Financial
Affinity Financial Advisors
James Phillips Pa Dba Phillips Financial Advisors
Freedom High School
Faith Christian Academy
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 Oxenfree Financial
Satellite Beach, FL
Satellite Beach, FL
Satellite Beach, FL
Satellite Beach, FL
Satellite Beach, FL
Satellite Beach, FL
Satellite Beach, FL
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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