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Barclay Nelson, financial advisor Dallas TX

Barclay Nelson

CRD Number: 5269340
Current Firm: Birch Capital Management, LLC

Barclay Nelson (CRD# 5269340) is an Investment Advisor Representative working at Birch Capital Management, LLC in Dallas, TX and has over 17 years of experience in the finance industry. Barclay Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Birch Capital Management Dallas, TX Jun 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2007
S65 NASAA Investment Advisors Law Examination Oct 2008
Contact Info for Barclay D. Nelson
Phone Number: (214) 810-2824
Firm Website: http://www.birchcm.com
Registered State(s):
  • TX
Current Firm Details
Birch Capital Management, LLC
Firm's CRD Number: 152302
By the Numbers
  • Total Assets Under Management
    233
    MILLIONS
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $1,505,516
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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

MO, TX

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