Hart Investment Management
44yrs
Top advisor by experience in Southern Pines
11yrs
Nathan Cherry is a fiduciary financial advisor in Southern Pines, North Carolina, with 11 years in the industry. After less than a year at Oneascent Financial Services and two years at Fidelis Financial, Nathan joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 43 advisors with offices in Southern Pines, and one of 40 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office250 W. Pennsylvania Ave., Southern Pines, NC 28387
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowLPL Financial LLCCurrent firm
- Oct 2025 – Apr 2026Oneascent Financial Services LLCPreviously
- Feb 2024 – Nov 2025Fidelis FinancialPreviously
- Nov 2022 – Apr 2024
- 2020 – 2023Wealthshield Partners, LLCPreviously
- 2017 – 2020Ameriprise Financial Services, LLCPreviously
- Jun 2016 – Mar 2017M&t Securities, Inc.Previously
- Jun 2015 – May 2016Edward JonesPreviously
Questions to ask Nathan
Tailored to Nathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nathan
How do I contact Nathan?
Call LPL Financial at 704-733-3300 and ask for Nathan Cherry. Nathan works from the Southern Pines, NC office.
How long has Nathan been a financial advisor?
Nathan has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Nathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Nathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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