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Nathan Joel Sadowski

Investment Adviser Representative

Global Financial Private Capital, LLC

Alameda

CA

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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Global Financial Private Capital, LLC 3 years Nov 2014 - Present
Pacific Excel Insurance Services, Inc. 6 years Nov 2011 - Present
Pacific Excel Wealth Advisors 6 years Nov 2011 - Present
Wellguard Insurance 1 year, 4 months Jul 2010 - Nov 2011
Great American Financial 2 years Jun 2008 - Jun 2010
Bankers Life 7 months Oct 2007 - May 2008

Designations & Memberships

  • Investment Management Consultants Association
    Membership
    Investment Management Consultants Association
    IMCA—Investment Management Consultants Association—was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings—membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants with the credentials and tools required to best serve their clients.

Articles and Answers

Insights by Nathan Sadowski

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 2, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Global Financial Private Capital, LLC

Last updated on March 31, 2017
    • $5.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 64K
      Accounts
    • $89.0K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements