Nate Farnell

Independent Branch Leader and Financial Consultant

+1 530-448-8038

Financial credentials

  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

16 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2017-present
  • President, Fortera Capital Management, 2011-2017
  • Independent Financial Advisor, Questar Capital Corporation, 2012-2017
  • Independent Financial Advisor, Woodbury Financial Services, 2011-2012
  • Financial Advisor, Edward Jones, 2008-2011

Education

  • BA in Finance, Falls School of Business, Anderson University

Personal interests and affiliations

  • Member - Contractor's Association of Truckee Tahoe
  • Member - Truckee Chamber of Commerce
  • Member - North Lake Tahoe Chamber of Commerce
  • Member - East Sierra Valley Chamber of Commerce

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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