Angelica Nelson
Angelica Nelson is a registered investment advisor at RBC Capital Markets, LLC, based in Greenwood Village, CO, with 25 years of industry experience. Angelica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
5251 Dtc Parkway, Suite 1200, Greenwood Village, CO, 80111-2737
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Angelica owns a rental home in Aurora, Colorado, since 2020. She also serves on the Development Committee for the Food Bank of the Rockies, dedicating minimal time each month.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Scottrade Investment Management
Scottrade, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Miller Johnson Steichen Kinnard, INC.Broker
State Registrations27 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.