Chris Nelson
Chris Nelson is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 33 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (4)
Regulatory
May 2004Customer Dispute
October 2002Employment Separation After Allegations
March 2002Criminal
November 1990Other Business ActivitiesSells Insurance
Chris works as an insurance agent for IT Financial, selling various insurance products and dedicating a few hours per week to this role. Chris also manages Valburg Sky Ranch, a pheasant hunting camp, spending about 10-20% of his time guiding hunters and maintaining the property.
Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities CorporationBroker
Previous Registrations
Questar Asset Management, INC.
Questar Capital CorporationBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Pfg Financial Advisors Network
Walnut Street Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations9 states
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.