Edward Nelson is a registered investment advisor, based in San Antonio, TX, with 6 years of industry experience.
Location
18103 W Interstate 10, San Antonio, TX, 78257
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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.
Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2022 - Present · 4 yrs 5 mos
Raymond James Financial Services, INC.Broker
February 2022 - Present · 4 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2019 - February 2022 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2019 - February 2022 · 2 yrs 6 mos
State Registrations2 states
CTTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.