Nathan Eldon Williams

Employer firm

Practice Financial Group CRD 289256

$437M regulatory AUM 48 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → Present
  Practice Financial Group, Llc
  Medford, OR
• 03/2010 → Present
  Independent Insurance Sales
  Jacksonville, OR
• 07/2017 → Present
  Pfg Investments, Llc
  Jacksonville, OR

Previous Registrations

• 2011-02-01 → 2017-12-19
  Practice Financial Group, Llc
  Jacksonville, OR
• 2010-05-18 → 2010-12-31
  Practice Financial Group, Llc
  Jacksonville, OR
• 2008-06-16 → 2010-01-29
  Cain, Watters & Associates, Llc
  Dallas, TX

Other Businesses

NATHAN E. WILLIAMS investment-related 725 N. 5th Street, Suite 200, Jacksonville, OR 97530 independent insurance sales Insurance Representative March 2010 1-2 hours per month all hours during trading insurance sales PRACTICE FINANCIAL GROUP, LLC not investment-related private residence in Medford, OR CPA firm President 7/19/2017 80 hours per month all hours during trading review tax returns accounting/tax work

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-06

Designations

• Certified Financial Planner