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Nathan Russell Levin

Investment Adviser Representative at NORTHWEST FINANCIAL ADVISORS LLC

Herndon, VACRD #7611752Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
37 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 37 states
ArizonaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMississippiMissouriMontanaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaOhioOregonPennsylvaniaSouth CarolinaTennesseeTexasUtahVirginiaWashingtonWest Virginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/1/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 10/26/2023
Series 7
General Securities Representative Examination
Passed 11/20/2024
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/5/2023
SIE
Securities Industry Essentials Examination
Passed 2/10/2023

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Northwest Financial Advisors LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NORTHWEST FINANCIAL ADVISORS LLCCurrent
4/20/2026Herndon, VA
LPL FINANCIAL LLC
4/2/20264/15/2026Fort Mill, SC

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathan Russell Levin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Nathan Russell Levin - Financial Advisor in Herndon, VA | AdvisorFinder