David Nelson (CRD# 4008051) is an Investment Advisor Representative working at Colton Groome Financial Advisors, LLC in Asheville, NC and has over 24 years of experience in the finance industry.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Colton Groome Financial Advisors, LLC | Asheville, NC | Nov 2017 - Current | 6 |
| Valmark Securities, Inc. | Akron, OH | Feb 2015 - Current | 9 |
| Valmark Advisers, Inc. | Akron, OH | Feb 2015 - Dec 2017 | 2 |
| Ameritas Life Insurance | Sylva, NC | Jan 2011 - Jan 2015 | 4 |
| Ameritas Investment Corp | Lincoln, NE | May 2008 - Jan 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
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Total Assets Under Management351MILLIONS
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Total Number of Accounts843ACCOUNTS
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Average Account Value$416,190
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
FL, GA, NC, SC
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