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NC

Nathan E. Calhoun

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CRD#: 716257
NC

Professional summary


Nathan Eugene Calhoun MR. was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Nathan is a previously registered financial advisor and started their career in finance in 1980. Prior to being barred, Nathan had worked at 10 firms, which includes WFG ADVISORS LP, WFG INVESTMENTS INC., KESTRA INVESTMENT SERVICES LLC, BOK FINANCIAL SECURITIES INC., BOATMEN'S INVESTMENT SERVICES OF ARKANSAS INC., BOATMEN'S INVESTMENT SERVICES INC., STEPHENS, ALLISON ROSENBLUM & HANNAHS INC., UNITED CAPITAL CORPORATION, CREWS & ASSOCIATES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nathan E Calhoun | Nathan Eugene Calhoun

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 4, 2009 - April 1, 2009

WFG ADVISORS, LP

RIA
CRD#: 125073
LITTLE ROCK, AR
Past

October 3, 2008 - April 1, 2009

WFG INVESTMENTS, INC.

BD
CRD#: 22704
LITTLE ROCK, AR
Past

September 11, 2006 - October 3, 2008

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
LITTLE ROCK, AR
Past

August 12, 1998 - September 20, 2004

BOK FINANCIAL SECURITIES, INC.

BD
CRD#: 17530
TULSA, OK
Past

October 3, 1996 - January 23, 1997

BOATMEN'S INVESTMENT SERVICES OF ARKANSAS, INC.

BD
CRD#: 17097
LITTLE ROCK, AR
Past

September 25, 1996 - January 17, 1997

BOATMEN'S INVESTMENT SERVICES, INC.

BD
CRD#: 17533
ST. LOUIS, MO
Past

April 3, 1989 - August 2, 1996

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR
Past

September 22, 1988 - April 8, 1989

ALLISON, ROSENBLUM & HANNAHS, INC.

BD
CRD#: 22375
Past

April 21, 1982 - September 27, 1988

UNITED CAPITAL CORPORATION

BD
CRD#: 8268
Past

September 26, 1980 - March 23, 1982

CREWS & ASSOCIATES, INC.

BD
CRD#: 8052

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/16/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WA
WFG ADVISORS, LP
ATLAS WEALTH ADVISORS | WFG ADVISORS, LP | THE RUDD COMPANY | ROSEHILL ASSET MANAGEMENT | BROOKS INVESTMENT PROFESSIONALS

CRD#: 125073 / SEC#: 801-61945

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Contact information


Main Address
2711 N Haskell Ave Suite 2900, Dallas, TX 75204
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

WFGA WRAP PROGRAM BROCHURE 2016 (8/1/2016)

Red Flags


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

Company Information


WFG ADVISORS, LP

CRD#: 125073

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