Robert
Nelson
West Ridge Advisors
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About this Advisor
Robert Nelson is a financial advisor based in Henderson, Nevada, working with West Ridge Advisors. Robert has previously held positions at Udall Cpa Group, West Ridge Advisors, Fal Advisors, Rubin Brown Llp, K2 Energy Solutions, Subamerica LLC, and Full Time Education. Robert has passed the Series 65 regulatory exam and is registered to provide services in Nevada. Currently, Robert is part of West Ridge Advisors, which operates out of Henderson, Nevada. The firm has 4 offices and 11 employees. The firm manages assets totaling $188.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at West Ridge Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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West Ridge Advisors Brokerage Details
$188,574,674
11
690
$273,297
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Nelson Work History
Udall Cpa Group
West Ridge Advisors
Fal Advisors
Rubin Brown Llp
K2 Energy Solutions
Subamerica LLC
Full Time Education
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 West Ridge Advisors
Henderson, NV
Gilbert, AZ
Midvale, UT
Midvale, UT
Henderson, NV
Henderson, NV
Henderson, NV
Gilbert, AZ
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