Nate Chambers

Sr. Compliance Analyst at Independent Advisor Alliance

Role
Senior Compliance Analyst at Visionary Square
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Senior Compliance Analyst

    Visionary Square

    Jan 2021 — Present

    Securities offered through LPL Financial Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance is a separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

  • Appalachian State University

    Banking and Financial Support Services

    2001 — 2005

  • Appalachian State University

    Bachelor of Business Administration (B.B.A.), Finance, General

Skills

  • Iras
  • Series 65
  • Finance
  • 401k
  • Banking
  • Mutual Funds
  • Securities
  • Finra
  • Series 7
  • Investments
  • Coaching
  • Etfs
  • Financial Services
  • Series 63
  • Series 6
  • Series 24
  • Fixed Annuities
  • Microsoft Office
  • Uniform Combined State Law

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Nate Chambers — Senior Compliance Analyst at Visionary Square in Charlotte, NC, US | Unifers