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Anna Christina Nelson

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
7,433 clients
Average Client Portfolio
$617K average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$50K
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Location

40 Philadelphia Dr, #101, Chico, CA, 95973

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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
Integrated Advisors Network LLC
July 2017 - Present · 8 yrs 7 mos
Previous Registrations
Ely Prudent Portfolios, LLC
June 2007 - December 2017 · 10 yrs 6 mos
Prudent Investor Advisors, LLC
June 2006 - May 2007 · 11 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.