TrueAdvisor
TrueAdvisor
RN
RN

Robert Owen Nelson

Wealth Asset Managers
33 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Wealth Asset Managers
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
2,058 clients
Average Client Portfolio
$118K average
Assets Under Management
$242.5M

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only

Location

9718 N Morton Ct, Spokane, WA, 99218

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History

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.

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Employment History
Current Registrations
Wealth Asset Managers
May 2003 - Present · 22 yrs 9 mos
Nelson Securities,inc.Broker
August 1992 - Present · 33 yrs 6 mos
State Registrations8 states
CACOFLMNOHTXWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.