Jillian NelCRD Number: 5055280
Current Firm: Inscription Capital, LLC
Jillian Nel (CRD# 5055280) is an Investment Advisor Representative working at Inscription Capital, LLC in Houston, TX and has over 14 years of experience in the finance industry. Jillian Nel 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.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Inscription Capital, LLC||Houston, TX||Sep 2019 - Current||2|
|Purshe Kaplan Sterling Investments||Albany, NY||Sep 2019 - Current||2|
|Legacy Asset Management, Inc.||Houston, TX||Sep 2011 - Sep 2019||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management1,230MILLIONS
Total Number of Accounts767ACCOUNTS
Average Account Value$1,603,232
- 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
- Selection of other advisers (including private fund managers)
CA, LA, MA, TX
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