Donald Nielsen, financial advisor Charlotte NC
93 score

Donald Nielsen

CRD Number: 5526030
Current Firm: Aon Hewitt Financial Advisors, LLC

Donald Nielsen (CRD# 5526030) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Charlotte, NC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Hewitt Financial Services LLC Sacramento, CA May 2013 - Current 3
Aon Hewitt Financial Advisors LLC Sacramento, CA May 2013 - Current 3
Scottrade, Inc. Folsom, CA Mar 2009 - Apr 2013 4
Edward Jones St Louis, MO May 2008 - Dec 2008 < 1
Ldb Ventures, Inc. Las Vegas, NV May 2007 - May 2008 1
Csus Sacramento, CA Jan 2005 - Dec 2007 2
Wide World Of Golf And Tennis Sacramento, CA Aug 2006 - Nov 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Donald C. Nielsen
Phone Number: 704-646-0000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    11,578
    MILLIONS
  • Total Number of Accounts
    110,165
    ACCOUNTS
  • Average Account Value
    $105,093
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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