Erin Nelson
Erin Nelson is a registered investment advisor at Ascensus Investment Advisors, LLC, based in Leesburg, VA, with 24 years of industry experience. Erin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 27 clients with $13B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Leesburg, VA
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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 Activities
Erin is a Nu Skin brand affiliate since 2021, earning commissions on product sales. This activity takes about 10-20% of her time and is not investment-related.
Employment History
Current Registrations
Ascensus Investment Advisors, LLC
Ascensus Broker Dealer Services, LLC
Ascensus Broker Dealer Services, LLCBroker
Previous Registrations
Newport Group Consulting, LLC
Newport Group Securities, INC.
Newport Group Securities, INC.Broker
Clark Securities, INC.Broker
Clark Securities, INC.Broker
E*trade Advisory Services, INC.
E*trade Securities LLCBroker
Waddell & Reed, INC.Broker
AmeritradeBroker
State Registrations2 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.
Exams
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