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Paladin Research Report For:

Nathan Badowski

Prudential

CFP®
2214 Old Emmorton Rd Suite 200
Bel Air, MD 21014
443-994-9202

About Nathan Badowski

When it comes to helping people with their finances, a cookie cutter approach doesn't work. Everyone's different, so listening to you and discussing your hopes and dreams allows us to focus on what's important.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

See Disclosures

General Information

Firm Start Year
  • 1926
CRD#
  • 4198119
Firm CRD#
  • 8733
Years of Experience in Financial Services
  • 18
Number of Years with Current Firm
  • 8
Work with the following types of clients
  • Individual Investors, Businesses
Advisory Services Provided
  • Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Wealth Management

Compliance

Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 7, Series 66, Series 65, Series 63
Insurance and Annuity Licenses
  • Long Term Care, Variable Life, Annuity, Life, Variable Annuity

Compensation and Fees

Fee Structure
  • Fee-Based
Compensation Methods
  • Based on Assets, Flat Fee

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf