Douglas
Nelson
M Stevens Wealth Advisors, LLC
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About this Advisor
Douglas Nelson is a financial advisor based in Irvine, California with 5 years of relevant experience. Nelson currently works for M Stevens Wealth Advisors, LLC. The advisor has gained experience at Waddell & Reed Inc, Various Insurance Carriers For W & R Insurance Agencies, Effective Planning, On Target Planning, Chalice Capital Partners, LLC, Chalice Wealth Advisors, LLC and M Stevens Wealth Advisors, LLC. Nelson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Nevada, North Dakota, Oregon, Texas and Washington. M Stevens Wealth Advisors, LLC is a firm operating in Irvine, California.
Certifications and Registrations
Years Registered*
Office Location
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Douglas Nelson Work History
Douglas has been registered as a financial advisor for 5 years.*
Chalice Capital Partners, LLC
M Stevens Wealth Advisors, LLC
On Target Planning
Effective Planning
Chalice Wealth Advisors, LLC
Various Insurance Carriers For W & R Insurance Agencies
Waddell & Reed Inc
*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 Douglas Nelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
