Nate Biddick, CFP®

Assistant Vice President of Consulting

Nate Biddick is the assistant vice president of consulting at 1st Global, where he leads his team in helping advisors grow their businesses. He joined the company in 2007 in the Practice Consulting Department and served previous roles of manager and director of the department. He truly enjoys working with his team daily and strives to be intentional about aligning his values in both his work life and his personal life.

Nate earned his Bachelor of Fine Arts degree from DePaul University. He appreciates that, when done correctly, this business creates win-win situations for clients and advisors, and his primary objective is to empower tax-optimized wealth management practices to advance to the next level of success within their firms by working “on the business.” He has passed his FINRA Series 7, 24 and 66 exams as well as the Texas Life and Health Insurance licensing exam.

Nate believes that there is untapped potential in every person and situation and works to inspire and actively sustain those who are willing to believe the same.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements. CFA® and Chartered Financial Analysts® are registered trademarks owned by CFA Institute.