Kenneth Nelson, financial advisor Chapel Hill NC

Kenneth Nelson

CRD Number: 3225728
Current Firm: Hamilton Point Investment Advisors, LLC

Kenneth Nelson (CRD# 3225728) is an Investment Advisor Representative working at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Hamilton Point Investment Advisers Chapel Hill, NC Oct 2019 - Current 2
Admiral Capital Group New York, NY Jan 2019 - Oct 2019 < 1
Driehaus Capital Management Chicago, IL Feb 2009 - Oct 2018 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Kenneth C. Nelson
Phone Number: (919) 636-3765
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    639
    MILLIONS
  • Total Number of Accounts
    578
    ACCOUNTS
  • Average Account Value
    $1,106,118
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, MA, NC, NY, TX, VA

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