James NelsonCRD Number: 1931451
Current Firm: Lineweaver Wealth Advisors
James Nelson (CRD# 1931451) is an Investment Advisor Representative working at Lineweaver Wealth Advisors in Lake Wales, FL and has over 10 years of experience in the finance industry. James 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.
Allen & Company Of Florida, Inc.
Lpl Financial LLC
Suntrust Investment Services, Inc.
|Family Financial Services Of Florida, LLC||Lake Wales, FL||Dec 2015 - Current||1|
|Weaver Financial Associates, LLC||Lake Wales, FL||Oct 2015 - Current||1|
|Hbi Wealth Advisory Services, LLC||Auburndale, FL||Jun 2015 - Current||1|
|Triad Advisors, Inc.||Norcross, GA||Mar 2015 - Current||2|
|Lineweaver Wealth Advisors||Valley View, OH||Mar 2015 - Current||2|
|Steward Enterprises, Inc. Dba Nelson Financial Strategies||Lake Wales, FL||Apr 2002 - Current||14|
|Sigma Financial Corporation||Ann Arbor, MI||Oct 2008 - Mar 2015||6|
|Sigma Planning||Ann Arbor, MI||Oct 2008 - Mar 2015||6|
|Signator Investors||Jacksonville, FL||Aug 2007 - Oct 2008||1|
|Questar Capital Corporation||Lake Wales, FL||Jan 2007 - Aug 2007||< 1|
|Next Financial Group||Lake Wales, FL||Aug 2003 - Jan 2007||3|
|Spectrum Assets Inc.||Lake Wales, FL||Aug 2003 - Dec 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2006|
Total Assets Under Management220MILLIONS
Total Number of Accounts2,041ACCOUNTS
Average Account Value$107,701
- 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
- Educational seminars/workshops
CA, FL, NE, NY, OH, PA, TX
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