Nathan
Tarver
Wood Tarver Financial
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About this Advisor
Nathan Tarver is a financial advisor based in Boise, Idaho, working with Wood Tarver Financial. Nathan has previously held positions as a student, at PricewaterhouseCoopers, Paladini Financial Management, and Paladini Financial Advisors LLC. Nathan has passed the Series 65 regulatory exam and is registered to provide services in California, Florida, Idaho, Texas, Utah, and Washington. Currently, Nathan is part of Wood Tarver Financial, which operates out of Boise, Idaho. The firm has 5 employees and manages assets totaling $357.2 million. The firm 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, and educational seminars. The fee structure at Wood Tarver Financial includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wood Tarver Financial Brokerage Details
$357,200,000
5
1,590
$224,654
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Nathan Tarver Work History
Paladini Financial Management
Paladini Financial Advisors LLC
Pricewaterhousecoopers
Student
Disclosures
Please visit the SEC profile of Nathan Tarver 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 Wood Tarver Financial
Boise, ID
Boise, ID
Boise, ID
Boise, ID
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