Peter Nelson (CRD# 4515031) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Bristol, TN and has over 21 years of experience in the finance industry.
CRD# 2842154
On Investment Management Co
CRD# 1428498
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4342165
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookstone Wealth Advisors | Wheaton, IL | Sep 2023 - Current | < 1 |
| Nelson Insurance Advisors, LLC | Bristol, TN | Nov 2021 - Current | 2 |
| Knights Of Columbus Asset Advisors LLC | New Haven, CT | Jul 2021 - Nov 2021 | < 1 |
| Knights Of Columbus Insurance | New Haven, CT | Mar 2018 - Nov 2021 | 3 |
| At&t | Bristol, TN | Apr 2013 - Mar 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- TN
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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