Riley Nelsen (CRD# 7015525) is an Investment Advisor Representative working at Sagespring Wealth Partners in Homewood, AL and has over 4 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Nelsen Wealth Team | Homewood, AL | Mar 2023 - Current | 1 |
Sagespring Wealth Partners | Homewood, AL | Nov 2022 - Current | 1 |
Raymond James Financial Services, Inc. | Birmingham, AL | Jul 2019 - Current | 5 |
Riley Nelsen Wealth Team | Homewood, AL | Jun 2021 - Nov 2022 | 1 |
Southwestern Investmnt Advisory Services | Homewood, AL | Sep 2020 - Nov 2022 | 2 |
Southwestern Investment Advisory Services | Homewood, AL | Sep 2020 - Nov 2022 | 2 |
Southwestern Investment Group | Homewood, AL | Sep 2020 - Nov 2022 | 2 |
Southwestern Investment Group | Homewood, AL | Sep 2020 - Nov 2022 | 2 |
Raymond James Financial Services, Inc. | Birmingham, AL | Sep 2018 - Jun 2019 | < 1 |
Southwestern Investment Group | Birmingham, AL | Aug 2018 - May 2019 | < 1 |
Samford University | Birmingham, AL | Aug 2015 - May 2019 | 3 |
Money Management Concepts | Orlando, FL | Jun 2018 - Aug 2018 | < 1 |
Spectra Contract Flooring | Birmingham, AL | Jun 2017 - Aug 2017 | < 1 |
Lyman High School | Orlando, FL | Aug 2011 - Aug 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- AL
- LA
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Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- 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
- Pension consulting services
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, WY
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