Gordon Nelson (CRD# 2982767) is an Investment Advisor Representative working at Aurelius Family Office, LLC in Logan, UT and has over 26 years of experience in the finance industry. Gordon Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7058752
D.a. Davidson & Company
CRD# 2627265
Adams Wealth Advisors
CRD# 6718486
Andina Family Offices
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aurelius Family Office, LLC | Smithfield, UT | Feb 2023 - Current | 1 |
| Keystone Wealth Advisors | Logan, UT | Aug 2011 - Current | 12 |
| Birch Creek Gift Planning Inc. | Logan, UT | Sep 2003 - Current | 20 |
| Linsco/private Ledger Corp. | Logan, UT | Sep 2003 - Oct 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
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- UT
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Total Assets Under Management237MILLIONS
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Total Number of Accounts601ACCOUNTS
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Average Account Value$394,772
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CO, FL, IL, MA, MD, ME, NE, NH, NY, OH, RI, TX, UT, VA
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