Nathan Rollins
Advisor at Highmark, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Highmark, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Brentwood, TN 37027
Credentials
Series 63, Series 65
Industry experience
21 years
Nathan Rollins is a financial advisor at Highmark, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network and Raymond James Financial Services. In addition to his advisory role, Rollins is also an independent insurance agent. Highmark serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs a combination of fundamental, technical, cyclical analysis, and modern portfolio theory to build client-specific portfolios and manages approximately $59.5 million in discretionary assets.
Based on Highmark, LLC
Financial planning fixed fee between $100 and $25,000 based on complexity; ERISA plan services flat fee range $1,000 to $100,000 depending on size and complexity
All Assets+: Up to 2.00%
$250 per hour (used for financial planning cancellations after 5 business days)
109 West Park Drive, Suite 120
Brentwood, TN 37027
Tennessee · Texas
Highmark, LLC
2025 - Present (1 year)
Commonwealth Financial Network
2017 - 2025 (8 years)
Raymond James Financial Services Advisors, Inc.
2012 - 2017 (5 years)
Raymond James Financial Services, Inc.
2012 - 2017 (5 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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