David
Nelson
Harbour Investments, Inc
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About this Advisor
David Nelson is a financial advisor based out of Edmonds, Washington with 2 years of relevant experience. Nelson is on the advisory team at Harbour Investments, Inc. Over the course of their career, they have held roles at Bruce Eckfeldt / Warn Willis, Kms Financial Services, Inc, Northwest Autoshield, Securities America, Inc, Securities America Advisors, Inc, Arbor Point Advisors and Harbour Investments, Inc. Nelson maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Washington. Harbour Investments, Inc is a company based out of Madison, WI. The investment advisory business has offices in 160 locations and a total of 219 people on staff. It controls $5 billion in assets under management across its 28,573 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 59 charities and foundations. Of its 28,573 client accounts, just 3% belong to high-net-worth clients who have at least $1 million in investable assets. The company provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice largely vary depending on which service is offered. However, fees billed by Harbour Investments, Inc most likely include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harbour Investments, Inc Brokerage Details
$4,468,811,819
219
28,573
$156,400
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Nelson Work History
David has been registered as a financial advisor for 2 years.*
Harbour Investments, Inc
Securities America, Inc
Securities America Advisors, Inc
Arbor Point Advisors
Kms Financial Services, Inc
Kms Financial Services, Inc
Bruce Eckfeldt / Warn Willis
Northwest Autoshield
*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 David 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 Harbour Investments, Inc
Roscoe, IL
Edmonds, WA
Milwaukee, WI
Madison, WI
Roscoe, IL
Neenah, WI
Carnegie, PA
West Des Moines, IA
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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