Christine Neilson (CRD# 2412525) is an Investment Advisor Representative working at Investment Research Corp in Denver, CO and has over 30 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
World Capital Brokerage, Inc. | Denver, CO | Feb 2024 - Current | < 1 |
Investment Research Corp | Denver, CO | Feb 2024 - Current | < 1 |
Neilson Advisory Group, Inc. | Seattle, WA | Sep 1995 - Current | 28 |
Mml Investors Services, LLC | Seattle, WA | May 2018 - Jan 2024 | 5 |
Massmutual Life Insurance Company | Seattle, WA | Dec 2017 - Jan 2024 | 6 |
Horace Mann Investors Inc. | Springfield, IL | Feb 2016 - Apr 2018 | 2 |
Horace Mann Companies | Springfield, IL | Feb 2016 - Apr 2018 | 2 |
Your Seattle Home Team | Seattle, WA | Apr 2013 - Apr 2018 | 5 |
United Planners' Financial Services | Scottsdale, AZ | Jun 2013 - Jan 2016 | 2 |
Central Banc Mortgage Corporation | Seattle, WA | Oct 2007 - Nov 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1993 |
S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- CA
-
Total Assets Under Management52MILLIONS
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$346,813
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, HI, ID, IL, LA, MA, MD, MI, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WV
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