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.
CRD# 5835590
Edward Jones
CRD# 6899589
Edward Jones
CRD# 2598766
Osaic Wealth, Inc.
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 |
- NM
- TX
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
-
Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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