Nathan Burcham

Current Employers

Employment History

• 01/2016 → 06/2024
  Securities America Inc.
  Knoxville, TN
• 09/2015 → Present
  Burcham Benefits, Llc
  Knoxville, TN
• 06/2019 → 06/2024
  Securities America Advisors
  Knoxville, TN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Knoxville, TN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Knoxville, TN

Previous Registrations

• 2019-06-20 → 2024-06-14
  Securities America Advisors, Inc.
  Knoxville, TN

Other Businesses

***BURCHAM BENEFITS, LLC POSITION: Financial Advisor NATURE: Advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 06/21/2019 ADDRESS: 4638 Chambliss Ave, Knoxville TN 37919 DESCRIPTION: Making investment recommendations to clients, creating financial plans for clients ***BURCHAM BENEFITS, LLC. POSITION: I am the solicitor of the insurance listed above. NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 08/10/2015 ADDRESS: 4638 Chambliss Ave, Knoxville TN 37919 DESCRIPTION: Solicit health, life, and disability insurance ***BREAST CONNECT POSITION: Treasurer NATURE: I serve on the board of Breast Connect, a breast cancer survivor support nonprofit. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2023 ADDRESS: PO Box 9688, Knoxville TN 37940 DESCRIPTION: I prepare financial reports for the organization's board. I also do odds and ends that one might do as part of a working board for a small nonprofit such as setting up for events, etc. ***FINANCIAL PLANNING ASSOCIATION OF EAST TENNESSEE POSITION: Director of NextGen NATURE: I serve on the board of the Financial Planning Association of East TN. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/30/2020 ADDRESS: PO Box 34053, Knoxville TN 37909 DESCRIPTION: I organize programming and meetings directed towards young financial planners and recent career changers, assist in the recording of chapter minutes, and fill in for the President when requested to do so.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-06-11
• S66 Uniform Combined State Law Examination
  2016-02-24

Designations