Nancy Nelson, financial advisor Bossier City LA

Nancy Nelson

CRD Number: 5036257
Current Firm: Tucker Asset Management LLC

Nancy Nelson (CRD# 5036257) is an Investment Advisor Representative working at Tucker Asset Management LLC in Bossier City, LA and has over 12 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Tucker Asset Management Littleton, CO Dec 2019 - Current 4
Neltec Industries LLC Bossier City, LA Nov 2017 - Current 6
Gbt Financial Services Bossier City, LA Oct 2012 - Current 11
Lpl Financial LLC Bossier City, LA Nov 2017 - Nov 2019 2
Investment Centers Of America, Inc. Bossier City, LA Aug 2017 - Nov 2017 < 1
Sigma Financial Corporation Ann Arbor, MI Nov 2012 - Aug 2017 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Nancy K. Nelson
Phone Number: 303-734-1234
Firm Website: http://www.tuckeram.com
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    476
    MILLIONS
  • Total Number of Accounts
    6,427
    ACCOUNTS
  • Average Account Value
    $74,137
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY

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