Robert
Nelson
Nelson Securities,Inc
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About this Advisor
Robert Nelson is a financial advisor who works in Spokane, Washington with a total of 20 years of industry experience. Nelson is an advisor for Nelson Securities,Inc. They have spent their complete time as a financial advisor at Nelson Securities,inc. Nelson holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California and Washington. Nelson Securities,Inc is a financial advisory business that has its headquarters in Spokane, WA. The company has a total of 15 financial advisors. It administers $186 million in total assets between its 2,017 customer accounts, placing it among the mid-sized firms in the country by assets under management. Nelson Securities,Inc offers a few services, including portfolio management for individuals and small businesses and publication of newsletters. Fees for financial management typically are based on the type of services. Fee types 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
Robert Nelson Work History
Robert has been registered as a financial advisor for 20 years.*
Nelson Securities,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 Robert Nelson 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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