Carmel
Exum
Nelson Securities,Inc
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About this Advisor
Carmel Exum is a financial advisor working in San Diego, California with 2 years of relevant experience. Exum is on the advisory team at Nelson Securities,Inc. During their career, the advisor has held roles at Nelson Securities, Inc, Marriot Hotels, Transition Staffing Group, Hilton Hotels, Petsmart, Ralphs, University Of California San Diego and Santa Monica Hs. Exum has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Nelson Securities,Inc is an advisory firm that has its headquarters in Spokane, WA. It has a total of 15 advisors. It handles $186 million in assets across its 2,017 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The advisory firm provides a few services, including portfolio management for individuals and small businesses and publication of newsletters. Fees charged by financial advisors are based on the type of financial services offered. Fees charged by Nelson Securities,Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nelson Securities,Inc Brokerage Details
$185,825,249
15
2,017
$92,130
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Carmel Exum Work History
Carmel has been registered as a financial advisor for 2 years.*
Nelson Securities,Inc
Marriot Hotels
Transition Staffing Group
Hilton Hotels
Petsmart
Ralphs
University Of California San Diego
Hilton Hotels
Santa Monica Hs
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carmel Exum to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Asset Managers
San Diego, CA
San Diego, CA
San Diego, CA
Fort White, FL
Spokane, WA
Spokane, WA
Spokane, WA
Spokane, WA
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