Nathan
Haberman
Trajan Wealth, L.L.C
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About this Advisor
Nathan Haberman is a certified financial planner working out of Edmond, Oklahoma, who has 1 year of relevant experience. Haberman is on the advisory team at Trajan Wealth, L.L.C. Their career trajectory has included roles at Arvest Asset Management, Arvest Bank, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Rcb Wealth Management, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Trajan Wealth, LLC. Haberman holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Oklahoma. Trajan Wealth, L.L.C is a registered investment business that has its headquarters in Scottsdale, AZ. The firm has offices in 25 locations and a total of 86 advisors. It handles $1 billion in total assets between its 12,343 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 12,343 customer accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers and educational seminars. Fees for financial management depend on which service is offered. Fee types charged by Trajan Wealth, L.L.C can be comprised of any combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trajan Wealth, L.L.C Brokerage Details
$1,053,148,208
86
12,343
$85,324
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- Educational seminars/workshops
Nathan Haberman Work History
Nathan has been registered as a financial advisor for 1 years.*
Trajan Wealth, LLC
Trajan Wealth, LLC
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Rcb Wealth Management
Arvest Asset Management
Arvest Bank
*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 Haberman 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 Trajan Wealth, L.L.C
Gilbert, AZ
Scottsdale, AZ
Scottsdale, AZ
Tampa, FL
Scottsdale, AZ
Frisco, TX
Scottsdale, AZ
Scottsdale, AZ
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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.
