Profilo
Mr. Nathan P.
Creviston is a Manager of Wealth Management & Portfolio Analysis at Capital Advisors Ltd. LLC.
Mr. Creviston was previously employed as an Associate Wealth Management Advisor by Northwestern Mutual Wealth Management Co. He began his career on the insurance side of the financial industry.
He received his undergraduate degree from Miami University.
He is a Certified Financial Planner Professional, Chartered Financial Consultant, and Retirement Income Certified Professional.
He also holds FINRA Series 7 and Series 63 Registrations.
Posizioni attive di Nathan Price Creviston
| Società | Posizione | Inizio |
|---|---|---|
Capital Advisors Ltd. LLC
Capital Advisors Ltd. LLC Investment ManagersFinance Capital Advisors employs a strategic and tactical approach that helps to minimize emotion and prudently manages assets to increase the probability of meeting a client’s long-term financial goals. Portfolios are tailored to their client’s specific facts, risk tolerance, and strategy preference and where appropriate integrated into CFM Horizon™, which serves as their financial road map. | Analyst-Equity | 01/09/2018 |
Precedenti posizioni note di Nathan Price Creviston
| Società | Posizione | Fine |
|---|---|---|
Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. Savings BanksFinance Operates as a federally chartered savings bank | Corporate Officer/Principal | 01/08/2018 |
Formazione di Nathan Price Creviston
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. Savings BanksFinance Operates as a federally chartered savings bank | Finance |
Miami University
Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Capital Advisors Ltd. LLC
Capital Advisors Ltd. LLC Investment ManagersFinance Capital Advisors employs a strategic and tactical approach that helps to minimize emotion and prudently manages assets to increase the probability of meeting a client’s long-term financial goals. Portfolios are tailored to their client’s specific facts, risk tolerance, and strategy preference and where appropriate integrated into CFM Horizon™, which serves as their financial road map. | Finance |
















