Robert
Nelson

West Ridge Advisors

CRD#7519629
Investment Advisor
in Henderson, NV

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About this Advisor

Robert Nelson is a financial advisor based out of Henderson, Nevada with 1 year of industry experience. Nelson is an advisor for West Ridge Advisors. Over the course of their career, Nelson has held roles at Udall Cpa Group, West Ridge Advisors, Fal Advisors, Rubin Brown Llp, K2 Energy Solutions, Subamerica LLC, Full Time Education and Extended Travel. Nelson has a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Nevada. West Ridge Advisors is a registered investment firm headquartered in Henderson, NV. The investment advisory business has offices in three locations and a total of 10 financial advisors. It controls $153 million in assets among its 566 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 566 accounts, just 11% belong to high-net-worth clients who have more than $1 million in investable assets. The company performs a number of services, such as 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. Fees charged by financial advisors largely vary depending on which service is provided. However, fee types billed by West Ridge Advisors most likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1528 W. Warm Springs Rd #120
Henderson, NV 89014

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West Ridge Advisors Brokerage Details

Total Assets Under Management

$153,301,195

NV Average: $664,206,839
Total Number of Employees

10

NV Average: 10
Total Number of Accounts

566

NV Average: 1,698
Average Account Size

$270,850

NV Average: $391,170

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

Robert has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Udall Cpa Group

2022 - Present (2 years)

West Ridge Advisors

2020 - 2022 (2 years)

Fal Advisors

2018 - 2020 (2 years)

Rubin Brown Llp

2015 - 2018 (3 years)

K2 Energy Solutions

2015 - 2017 (2 years)

Subamerica LLC

2014 - 2015 (1 year)

Full Time Education

2012 - 2014 (2 years)

Extended Travel

*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 West Ridge Advisors

Brian Stoker
Midvale, UT
Michael Nestman
Henderson, NV
Alan Erickson
Midvale, UT
Robert Nelson
Henderson, NV
Joshua Robinson
Gilbert, AZ
Todd Udall
Henderson, NV
Thomas Udall
Gilbert, AZ
Fraser Inouye
Henderson, NV

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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