NH
Nathaniel Holden
from Core Wealth Partners LLC
Nathaniel Holden is a financial advisor based in California, Santa Rosa,
with 19 years of experience. Nathaniel currently works for
Core Wealth Partners LLC.
Nathaniel maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Nathaniel Holden works at Core Wealth Partners LLC
Core Wealth Partners LLC is a financial advisory firm based in Santa Rosa, California. It currently has approximately $221,074,154 of assets under management and employs about 4 people. Core Wealth Partners LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
and a percentage of assets under your management
Office location
576 B Street, Suite 2g, Santa Rosa, California, 95401
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