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Nathan Dwayne Roberts

Advisor at Cetera — Pascagoula, MS Denny Avenue

Updated today

Credentials

Series 63, Series 65

Experience

11 years

Location

Pascagoula, MS 39567

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,095 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Nathan Roberts is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, Wells Fargo Clearing Services, and AXA Advisors. He is also a business owner of E & B Enterprise, LLC and Primary Properties, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options across various program structures.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Pascagoula, MS Denny Avenue

1010 Denny Avenue

Pascagoula MS 39567

Advisors at this office

1

Most active in

Mississippi

Work history

11 years of industry experience

Hancock Whitney Bank

2026 - Present • 1 year

Pascagoula, MS

Cetera

2026 - Present • 1 year

Pascagoula, MS

Cetera Investment Services Llc

2026 - Present • 1 year

Saint Cloud, MN

LPL Financial

2022 - 2026 • 4 years

Biloxi, MS

CUNA Brokerage Services, Inc

2019 - 2022 • 3 years

Waverly, IA

CUNA Mutual Group

2019 - 2022 • 3 years

Waverly, IA

Wells Fargo Clearing Services, LLC.

2017 - 2019 • 2 years

Ocean Springs, MS

Wells FArgo Bank NA

2017 - 2019 • 2 years

Ocean Springs, MS

AXA Advisors, LLC

2016 - 2017 • 1 year

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan E

Series 65

Vancleave, MS

Pers Pro

Ryan Earley is the sole principal of PERS Pro LLC, a fee-only independent advisory firm. He holds a Series 65 designation and began his advisory career in 2025. Prior to founding the firm, Earley worked for ten years with the Jackson County School District and has experience at Catona Climate and the University of Georgia's Terry School of Business. PERS Pro LLC provides comprehensive financial planning services primarily to mid- to late-career state employees and public pension participants. The firm employs a client-driven planning process with a focus on passive, index-based investment advice, and offers services including pension decision coaching, retirement checkups, and tax preparation.

Retirement income strategy General retirement planning Cash flow / budgeting Government Employee Mid-Career Professionals Approaching retirement
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William B

Series 66

Ocean Springs, MS

Wealthharbor Capital Group, LLC

William Beard is a financial advisor at WealthHarbor Capital Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at WealthHarbor since 2017. Beard is also a 50% owner of MRG Insurance Services, where he is active as a property and casualty insurance agent. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and combines conservative core investments with tactical allocations to manage risk, offering both discretionary and non-discretionary management across a range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Passive / index investing
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Mark H

Series 63, Series 65

Ocean Springs, MS

Wealthharbor Capital Group, LLC

Mark Hooker is a financial advisor with WealthHarbor Capital Group, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at WealthHarbor since 2017 and previously spent 13 years with Financial Management Solutions, LLC. Outside of advisory work, he is a partner in several medical management support services firms and a CPA firm. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and an investment committee to construct portfolios focused on a conservative core with tactical allocations, managing accounts through mutual funds, ETFs, equities, options, and fixed income, with regular monitoring and reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Passive / index investing
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Karen G

Series 63, Series 66

Ocean Springs, MS

Impact Partnership Wealth, LLC

Karen Garner is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Bank of America, Merrill, Roberts Wealth Management, and RWM Capital. She is also CEO and financial advisor at Catalyst Wealth Advisory, where she offers retirement investment products and fiduciary retirement advice. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating on a wrap-fee platform and utilizing a third-party services platform for trading and compliance.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Scott D

Series 65

Ocean Springs, MS

Impact Partnership Wealth, LLC

Scott Davis is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 credential and one year of industry experience. He has previously worked at Catalyst Wealth Advisory, RWM Capital, LLC, Roberts Wealth Management, LLC, and spent nearly a decade at Neuromonitoring Associates. Outside of advisory roles, he is involved with Catalyst Wealth Advisory in providing financial advisory services including annuities and life insurance. Impact Partnership Wealth offers investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, supported by a third-party services platform for trading and compliance.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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Maria W

Series 63, Series 65

Ocean Springs, MS

Impact Partnership Wealth, LLC

Maria Wojciechowski is a financial advisor at Impact Partnership Wealth, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, and Wells Fargo. She is a partner and financial advisor at Catalyst Wealth Advisory LLC, where she writes annuities as part of retirement planning. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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