David Nelson
David Nelson is a registered investment advisor at Cetera Investment Advisers LLC, based in Midvale, UT, with 33 years of industry experience. David 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
6955 S Union Park Ctr Ste 550, Midvale, UT, 84047
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2012Other Business ActivitiesSells Insurance
David is an independent insurance agent selling fixed insurance products since 2008. He also owns and manages Nelson Financial Group, LLC and related entities, focusing on marketing and brokerage of fixed products, and spends minimal time as a member/manager at Altitude Investment Management, LLC and Altitude Evergreens, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations46 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.