Kenneth Nelson
Kenneth Nelson is a registered investment advisor at Cetera Investment Advisers LLC, based in Raleigh, NC, with 38 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9121 Anson Way, Suite 204, Raleigh, NC, 27615
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth is an insurance agent selling life insurance, annuities, and long-term care products, dedicating nearly full-time hours to this. He is also the president of Nelson Wealth Advisors, teaches at Duke University & NC State University, and is a commentator/author on economic news.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Investors Capital Advisory
Investors Capital CORP.Broker
Sterne Agee Financial Services, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Wachovia Securities, INC.Broker
Individual's Securities LTD.Broker
Hamilton, Grant & Company, INC.Broker
State Registrations14 states
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