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Profil
Donald Nate Carlson is currently Senior Vice President at Regal Financial Group LLC since 2011, Executive Vice President at Regal Investment Advisors LLC since 2011, and President at Regulus Financial Group LLC since 2021.
Formerly, Mr. Carlson was Principal at Osaic Services, Inc. from 2005 to 2009.
Education includes undergraduate studies at Lake Superior State University.
Postes actifs de Donald Nate Carlson
| Sociétés | Poste | Début |
|---|---|---|
Regal Financial Group LLC
 Regal Financial Group LLC Investment ManagersFinance Provides financial services | Corporate Officer/Principal | - |
Regal Investment Advisors LLC
 Regal Investment Advisors LLC Investment ManagersFinance RIA provides investment strategies and advice based on each client's specific financial situation, pre-defined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and other various suitability factors. The firm primarily gives investment advice that is related to long-term holdings. | Gestionnaire de Portefeuille-Actions | 01/01/2011 |
Regulus Advisors LLC
 Regulus Advisors LLC Investment Banks/BrokersFinance Regulus Advisors LLC is a financial services company based in Kentwood, MI. The private company offers securities through Regulus Financial Group, LLC, and investment advisory services through Regal Investment Advisors, LLC, an SEC registered investment advisor. Regulus disclaims any responsibility for the accuracy of information on other websites linked on their site. The company is affiliated with Regal Investment Advisors, LLC, and is for advisor use only. | President | 01/10/2021 |
Anciens postes connus de Donald Nate Carlson
| Sociétés | Poste | Fin |
|---|---|---|
SagePoint Financial, Inc.
 SagePoint Financial, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/03/2009 |
Formation de Donald Nate Carlson
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
Relations
24
Relations au 1er degré
5
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Regulus Advisors LLC
Regulus Advisors LLC Investment Banks/BrokersFinance Regulus Advisors LLC is a financial services company based in Kentwood, MI. The private company offers securities through Regulus Financial Group, LLC, and investment advisory services through Regal Investment Advisors, LLC, an SEC registered investment advisor. Regulus disclaims any responsibility for the accuracy of information on other websites linked on their site. The company is affiliated with Regal Investment Advisors, LLC, and is for advisor use only. | Finance |
Lake Superior State University
 Lake Superior State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SagePoint Financial, Inc.
SagePoint Financial, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Regal Financial Group LLC
Regal Financial Group LLC Investment ManagersFinance Provides financial services | Finance |
Regal Investment Advisors LLC
Regal Investment Advisors LLC Investment ManagersFinance RIA provides investment strategies and advice based on each client's specific financial situation, pre-defined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and other various suitability factors. The firm primarily gives investment advice that is related to long-term holdings. | Finance |
