Nathan E. Williams

PRACTICE FINANCIAL GROUP

Jacksonville, OR 97530

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CRD#: 5551283

Professional summary

Nathan Eldon Williams, CFP® is a registered financial advisor currently at PRACTICE FINANCIAL GROUP located in Jacksonville, Oregon.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Nathan has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NATHAN E. WILLIAMS investment-related 725 N. 5th Street, Suite 200, Jacksonville, OR 97530 independent insurance sales Insurance Representative March 2010 1-2 hours per month all hours during trading insurance sales PRACTICE FINANCIAL GROUP, LLC not investment-related private residence in Medford, OR CPA firm President 7/19/2017 80 hours per month all hours during trading review tax returns accounting/tax work

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Eldon Williams's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

September 1, 2017 - Present

PRACTICE FINANCIAL GROUP

Office #1: 725 N. 5th Street Suite 200, Jacksonville, OR 97530

RIA

CRD#: 289256

Jacksonville, OR

Past

February 1, 2011 - December 19, 2017

PRACTICE FINANCIAL GROUP, LLC

RIA

CRD#: 153215

JACKSONVILLE, OR

Past

May 18, 2010 - December 31, 2010

PRACTICE FINANCIAL GROUP, LLC

RIA

CRD#: 153215

MEDFORD, OR

Past

June 16, 2008 - January 29, 2010

CAIN, WATTERS & ASSOCIATES, LLC

RIA

CRD#: 111521

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PRACTICE FINANCIAL GROUP

PFG INVESTMENTS, LLC | PRACTICE FINANCIAL GROUP

CRD#: 289256 / SEC#: 801-117949

RIA

Registered Investment Advisory firm - (1/9/2020 Approved)

Oregon

Registered Investment Advisory firm - (1/17/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/29/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/6/2008

Uniform Investment Adviser Law Examination

Current Firm

PRACTICE FINANCIAL GROUP

PFG INVESTMENTS, LLC | PRACTICE FINANCIAL GROUP

CRD#: 289256 / SEC#: 801-117949

RIA

Registered Investment Advisory firm - (1/9/2020 Approved)

Oregon

Registered Investment Advisory firm - (1/17/2020 Terminated)

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Contact information

Main Address

725 N. 5th Street Suite 200, Jacksonville, OR 97530

Mailing Address

Phone number

(541) 973-2602

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-03-31 PRACTICE FINANCIAL GROUP FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,504
AUM (Assets Under Management)	$ 333,140,032

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Nathan E. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Eldon Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRACTICE FINANCIAL GROUP

PRACTICE FINANCIAL GROUP, LLC

PRACTICE FINANCIAL GROUP, LLC

CAIN, WATTERS & ASSOCIATES, LLC

Primary Firm SEC Registration

PRACTICE FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 6/6/2008

Current Firm

PRACTICE FINANCIAL GROUP

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRACTICE FINANCIAL GROUP

TRUST BUT VERIFY

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