Paul Nelson is a CFP-designated registered investment advisor, based in Woodland Hills, CA, with 21 years of industry experience.
Location
21550 W. Oxnard Street, 3rd Floor, Woodland Hills, CA, 91367
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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 ActivitiesSells Insurance
Paul sells fixed insurance as an agent and co-owns rental properties in Sylmar, CA. He also serves as President, Secretary, and CFO of Viewpoint Financial Advisors, Inc., spending minimal time on this role, which exists solely to hold shares of MWA Holdco, LLC.
Employment History
Current Registrations
Msec, LLCBroker
Mariner Wealth
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Financial Telesis, INC.
Financial Telesis INCBroker
Foothill Securities, INC.Broker
State Registrations11 states
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