Erin
Nelson

Newport Group Consulting, LLC

CRD#3258493
Investment Advisor
in Dallas, TX
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About this Advisor

Erin Nelson is an advisor in Dallas, Texas. Currently a registered financial advisor with Newport Group Consulting, LLC, they have accumulated 11 years of professional experience in the financial advisory industry. Nelson maintains Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Nelson is registered to work with clients based out of Texas. During their career, Nelson has held roles at Clark Securities, Inc, Clark Consulting, Newport Group Securities, Inc, The Newport Group, Inc, Newport Group Consulting, LLC and Newport Group, Inc. Newport Group Consulting, LLC is headquartered in Dallas, Texas. The level of assets currently under the firm's management places it among the largest firms in the United States. The firm manages 41 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 119 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Newport Group Consulting, LLC can offer portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

Yes

Office Location

8350 North Central Expressway Suite 900
Dallas, TX 75206

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Newport Group Consulting, LLC Brokerage Details

Total Assets Under Management

$1,297,885,571

TX Average: $1,855,561,029
Total Number of Accounts

119

TX Average: 2,474
Average Account Size

$10,906,601

TX Average: $750,025

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Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Erin Nelson Work History

Erin has 11 years of experience.

2018 - Present (1 years)

Newport Group Consulting, LLC

2016 - Present (3 years)

Newport Group, Inc

2011 - Present (8 years)

Newport Group Securities, Inc

2011 - 2016 (5 years)

The Newport Group, Inc

2008 - 2011 (3 years)

Clark Consulting

2007 - 2011 (4 years)

Clark Securities, Inc

Disclosures

Erin Nelson has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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