Nathan
Haberman
Trajan Wealth, L.L.C
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About this Advisor
Nathan Haberman is a financial advisor based in Edmond, Oklahoma, working with Trajan Wealth, L.L.C. Nathan has previously held positions 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. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma. Currently, Nathan is part of Trajan Wealth, L.L.C, which operates out of Edmond, Oklahoma. The firm has 28 offices and 102 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, and educational seminars. The fee structure at Trajan Wealth, L.L.C includes asset-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trajan Wealth, L.L.C Brokerage Details
$1,365,393,876
102
13,372
$102,108
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
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
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.
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