David
Vose

Nelson Securities,Inc

CRD#2245155
Investment Advisor
in Spokane, WA

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About this Advisor

David Vose is a financial advisor based in Spokane, Washington with 26 years of relevant experience. Vose is an employee of Nelson Securities,Inc. They have spent their complete employment at Nelson Securities,inc. Vose holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Washington. Nelson Securities,Inc is a registered investment business headquartered in Spokane, WA. It has a total of 15 financial advisors. It manages $186 million in assets between its 2,017 customer accounts, placing it among the mid-sized firms in the United States by assets under management. The company provides a few services, such as portfolio management for individuals and small businesses and publication of newsletters. Fees charged by financial advisors usually vary depending on the type of financial services provided. However, fees charged by Nelson Securities,Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

26 years

Services Offered

Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

9718 N Morton Ct
Spokane, WA 99218

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Nelson Securities,Inc Brokerage Details

Total Assets Under Management

$185,825,249

WA Average: $3,566,627,242
Total Number of Employees

15

WA Average: 46
Total Number of Accounts

2,017

WA Average: 1,499
Average Account Size

$92,130

WA Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters

David Vose Work History

David has been registered as a financial advisor for 26 years.*

1992 - Present (32 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 David Vose 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

Carmel Exum
San Diego, CA
Scott Newman
San Diego, CA
Enrique Garcia
San Diego, CA
Steven Keller
Fort White, FL
Arealous Earthman
Spokane, WA
David Vose
Spokane, WA
Robert Nelson
Spokane, WA
Jeffery Miller
Spokane, WA

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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