Caleb Nelson, financial advisor Alamogordo NM

Caleb Nelson

CRD Number: 7378787
Current Firm: First Command Advisory Services

Caleb Nelson (CRD# 7378787) is an Investment Advisor Representative working at First Command Advisory Services in Alamogordo, NM and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
First Command Brokerage Services, Inc. Fort Worth, TX Jun 2023 - Current < 1
First Command Advisory Services, Inc. Fort Worth, TX Jun 2023 - Current < 1
First Command Insurance Services, Inc. Fort Worth, TX Jun 2023 - Current < 1
Dycipher Technologies, LLC Valencia, CA Jun 2023 - Oct 2023 < 1
Dh Lescombes Alamogordo, NM Mar 2023 - Oct 2023 < 1
First Command Brokerage Services, Inc. Fort Worth, TX Apr 2023 - Jun 2023 < 1
C & G Elevated Ruidoso, NM Jul 2022 - Apr 2023 < 1
Ameriprise Financial Services, LLC Las Vegas, NV May 2021 - Jun 2022 1
Dominos Minneapolis, MN Nov 2020 - May 2021 < 1
Express Employment Professionals Lakewell, MN Aug 2020 - Oct 2020 < 1
Dominos Wheat Ridge, CO Jan 2020 - Jul 2020 < 1
Full Time Education Golden, CO Jan 2018 - Jan 2020 2
Superior Garage Floor River Falls, WI Jan 2018 - Jul 2018 < 1
Perkins Hudson, WI Jul 2017 - Jan 2018 < 1
Express Employment Professionals River Falls, WI Jan 2017 - Jun 2017 < 1
Mama Marias North Hudson, WI Jan 2016 - Dec 2016 < 1
Full Time Education Menomonie, WI Jul 2012 - Dec 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2023
S63 Uniform Securities State Law Examination Jul 2021
Contact Info for Caleb I. Nelson
Phone Number: 817-731-8621
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    17,482
    MILLIONS
  • Total Number of Accounts
    107,959
    ACCOUNTS
  • Average Account Value
    $161,929
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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