Nate Truax
SVP- Branch Manager @ D.A. Davidson Companies | Series 7 | 63 | 66 | 24
- Role
- Svp- Branch Manager at D.A. Davidson Companies
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
Experience
Svp- Branch Manager
Sep 2024 — Present · Newport Beach, CA, US
Education
University of Utah
Bachelor's degree
1994 — 1996
Skills
- Social Security
- Fee Based Financial Planning
- Retirement Income Strategies
- Risk Management
- 401k Rollovers
- Investment Planning
- Sales Management
- Retirement Planning
- College Funding Strategies
- Business Owner Planning
- Estate Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.