David Michael Nelson

25 Years of Experience

1 DisclosureBroker

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment ManagementHigh Net Worth

Colton Groome Financial Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

325 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$444.0M

Fee Structure

Financial Planning:Included in AUM fee

Location

1127-B Hendersonville Road, Asheville, NC, 28803

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History

Regulatory History (1)

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Customer Dispute

October 2011

Settled

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Other Business Activities

David is a trustee for Big Oak Springs Ownership Association, focusing on road management since 2012, and a W2 employee as a Retirement Plan Advisor at Colton Groome Financial Advisors since 2018, dedicating about a quarter of his time. He also serves on the Board of Directors of Blue Ridge Bernese Mountain Dog Club.

Employment History

Current Registrations

Colton Groome Financial Advisors, LLC

January 2018 - Present · 8 yrs 1 mo

Valmark Securities, INC.Broker

February 2015 - Present · 11 yrs

Previous Registrations

Valmark Advisers, INC.

March 2015 - December 2017 · 2 yrs 9 mos

Ameritas Investment CORP

April 2009 - January 2015 · 5 yrs 9 mos

Ameritas Investment CORP.Broker

May 2008 - January 2015 · 6 yrs 8 mos

Chase Investment Services CORP.

June 2006 - October 2007 · 1 yr 4 mos

Chase Investment Services CORP.Broker

February 2006 - October 2007 · 1 yr 8 mos

Fidelity Brokerage Services LLCBroker

December 2000 - March 2006 · 5 yrs 3 mos

Dean Witter Reynolds INC.Broker

October 1999 - January 2001 · 1 yr 3 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.