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Nathan Eugene Calhoun Mr.

CRD# 716257·Registered 1980 - 2009
Barred: Nathan Eugene Calhoun MR. was barred by the FINRA and is not permitted to conduct business in the covered capacity.

Professional Summary

Nathan Eugene Calhoun MR., who also goes by Nathan E Calhoun, Nathan Eugene Calhoun, was a registered financial advisor. Nathan was a previously registered financial advisor and started their career in finance 1980 - 2009. Nathan had worked at 10 firms and has passed the Series 66, Series 63, Series 7 and Series 52 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Nathan E Calhoun, Nathan Eugene Calhoun

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

46 years in the financial services industry

Current & Past Employments

WFG ADVISORS, LP·CRD# 125073
RIA
Little Rock, AR
February 4, 2009 - April 1, 2009
WFG INVESTMENTS, INC.·CRD# 22704
BD
Little Rock, AR
October 3, 2008 - April 1, 2009
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Little Rock, AR
September 11, 2006 - October 3, 2008
BOK FINANCIAL SECURITIES, INC.·CRD# 17530
BD
Tulsa, OK
August 12, 1998 - September 20, 2004
BOATMEN'S INVESTMENT SERVICES OF ARKANSAS, INC.·CRD# 17097
BD
Little Rock, AR
October 3, 1996 - January 23, 1997
BOATMEN'S INVESTMENT SERVICES, INC.·CRD# 17533
BD
St. Louis, MO
September 25, 1996 - January 17, 1997
STEPHENS·CRD# 3496
BD
Little Rock, AR
April 3, 1989 - August 2, 1996
ALLISON, ROSENBLUM & HANNAHS, INC.·CRD# 22375
BD
September 22, 1988 - April 8, 1989
UNITED CAPITAL CORPORATION·CRD# 8268
BD
April 21, 1982 - September 27, 1988
CREWS & ASSOCIATES, INC.·CRD# 8052
BD
September 26, 1980 - March 23, 1982

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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

Contact Information

Main Address

2711 N Haskell Ave Suite 2900, Dallas, TX 75204

Documents

Latest Form ADV

Part 2 Brochures

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

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1980About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jan 1983About the Series 7 exam

Series 52 — Municipal Securities Representative Examination

Passed Sep 1980About the Series 52 exam

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CRS (Client Relationship Summary)

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

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