Lance Nelson is a ChFC-designated registered investment advisor, based in Camarillo, CA, with 36 years of industry experience.
Location
400 W Ventura Blvd, Suite 215, Camarillo, CA, 93010
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Regulatory History
Clean regulatory record
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
Lance is involved in fixed insurance sales through Nelson & Nelson Wealth Management, which is investment-related. The activity is conducted at a branch location.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
September 2025 - Present · 8 mos
Kestra Advisory Services, LLC
September 2025 - Present · 8 mos
Previous Registrations
Commonwealth Financial Network
October 2014 - September 2025 · 10 yrs 11 mos
Commonwealth Financial NetworkBroker
October 2014 - September 2025 · 10 yrs 11 mos
Nelson Wealth Advisory
July 2006 - January 2010 · 3 yrs 6 mos
LPL Financial LLC
January 2002 - October 2014 · 12 yrs 9 mos
LPL Financial LLCBroker
January 2002 - October 2014 · 12 yrs 9 mos
Ids Life Insurance CompanyBroker
April 1989 - January 2002 · 12 yrs 9 mos
American Express Financial Advisors INC.Broker
April 1989 - January 2002 · 12 yrs 9 mos
State Registrations14 states
ARAZCACODCFLKYMONDNMORTNTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.