Donald Nate Carlson
Corporate Officer/Principal bij Regal Financial Group LLC
Profiel
Donald Nate Carlson is currently employed as a Senior Vice President at Regal Financial Group LLC since 2011.
He is also an Executive Vice President at Regal Investment Advisors LLC since 2011.
Previously, he worked as a Principal at SagePoint Financial, Inc. from 2005 to 2009.
Mr. Carlson completed his undergraduate degree at Lake Superior State University.
Actieve functies van Donald Nate Carlson
| Bedrijven | Functie | Begin |
|---|---|---|
Regal Financial Group LLC
 Regal Financial Group LLC Investment ManagersFinance Regal Financial Group LLC provides financial services. It specializes in retirement planning, investment management and multi-generational planning. The company was founded by John A. Kailunas II in 2000 and is headquartered in Kentwood, MI. | Corporate Officer/Principal | - |
Regal Investment Advisors LLC
 Regal Investment Advisors LLC Investment ManagersFinance Regal Investment Advisors LLC (RIA) is an independent, SEC-registered investment advisor headquartered in Kentwood, Michigan. The firm was founded by John Kailunas II in 2003 and do-business-as Regal Financial Advisors. RIA offers investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. | Portefeuillebeheerder-Aandelen | 01-01-2011 |
Eerdere bekende functies van Donald Nate Carlson
| Bedrijven | Functie | Einde |
|---|---|---|
SagePoint Financial, Inc.
 SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Corporate Officer/Principal | 01-03-2009 |
Opleiding van Donald Nate Carlson
| Lake Superior State University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Regal Financial Group LLC
Regal Financial Group LLC Investment ManagersFinance Regal Financial Group LLC provides financial services. It specializes in retirement planning, investment management and multi-generational planning. The company was founded by John A. Kailunas II in 2000 and is headquartered in Kentwood, MI. | Finance |
Regal Investment Advisors LLC
Regal Investment Advisors LLC Investment ManagersFinance Regal Investment Advisors LLC (RIA) is an independent, SEC-registered investment advisor headquartered in Kentwood, Michigan. The firm was founded by John Kailunas II in 2003 and do-business-as Regal Financial Advisors. RIA offers investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. | Finance |
SagePoint Financial, Inc.
SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Finance |
