TrueAdvisor
TrueAdvisor
MN
MN

Mark D Nelson

Symmetry Partners
22 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Symmetry Partners
Compensation
Fee-Only (AUM)
Firm Size
18 advisors
Number of Clients
10,451 clients
Average Client Portfolio
$547K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee

Location

Hoover, AL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Symmetry Partners
January 2005 - Present · 21 yrs 1 mo
Previous Registrations
Lincoln Financial Advisors Corporation
December 2003 - December 2004 · 1 yr
Veravest Investment Advisors, INC.
May 2003 - December 2003 · 7 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.