Shawn NelsonCRD Number: 2773883
Current Firm: Boone Wealth Advisors, LLC
Shawn Nelson (CRD# 2773883) is an Investment Advisor Representative working at Boone Wealth Advisors, LLC in Bellevue, WA and has over 23 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Boone Wealth Advisors||Bellevue, WA||May 2016 - Current||7|
|Lpl Financial LLC||Bellevue, WA||Mar 2000 - Current||23|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management209MILLIONS
Total Number of Accounts543ACCOUNTS
Average Account Value$384,589
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, LA, OR, TX, WA
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