Nathan
Christman

Lpl Financial LLC

CRD#7577944
Investment Advisor
in Quakertown, PA

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About this Advisor

Nathan Christman is a financial advisor based in Quakertown, Pennsylvania, working with Lpl Financial LLC. Nathan has previously held positions at Pnc Capital Markets, LLC, Pennsylvania State University, World Trade Center Of Harrisburg, Olympus Corporation Of The Americas, Full Time Education- Penn State, Triose Inc, Full Time Education, Target, Full Time Education- Utica University, Baum Construction, Penn State University, Oley Valley High School, Compass Group, Bojangles, Qnb Bank, and Lpl Financial LLC. Nathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Nathan is part of Lpl Financial LLC, which operates out of Quakertown, Pennsylvania. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

15 North 3Rd St
Quakertown, PA 18951

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

PA Average: $646,059,043
Total Number of Employees

35,841

PA Average: 13
Total Number of Accounts

1,910,545

PA Average: 661
Average Account Size

$242,588

PA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Nathan Christman Work History

2023 - Present (1 year)

Qnb Bank

2023 - Present (1 year)

Lpl Financial LLC

2022 - 2023 (1 year)

Pnc Capital Markets, LLC

2021 - 2022 (1 year)

Pennsylvania State University

2021 - 2021 (< 1 year)

World Trade Center Of Harrisburg

2021 - 2021 (< 1 year)

Olympus Corporation Of The Americas

2020 - 2021 (1 year)

Full Time Education- Penn State

2020 - 2021 (1 year)

Penn State University

2019 - 2019 (< 1 year)

Triose Inc

2019 - 2020 (1 year)

Penn State University

2018 - 2019 (1 year)

Full Time Education

2018 - 2018 (< 1 year)

Target

2018 - 2018 (< 1 year)

Penn State University

2017 - 2017 (< 1 year)

Full Time Education- Utica University

2017 - 2017 (< 1 year)

Baum Construction

2016 - 2017 (1 year)

Oley Valley High School

2016 - 2016 (< 1 year)

Compass Group

2015 - 2016 (1 year)

Oley Valley High School

2015 - 2015 (< 1 year)

Bojangles

2014 - 2015 (1 year)

Oley Valley High School

Disclosures

Please visit the SEC profile of Nathan Christman 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Anthony Zambri
Melville, NY
David Goforth
Fresno, CA
Jack Paulson
Depere, WI
London Cook
Oak Harbor, WA
Charles Aoki
Ogden, UT
Michael Mehltretter
Fort Mill, SC
Lee Baker
Murfreesboro, TN

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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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.

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