David Nelson (CRD# 5085790) is an Investment Advisor Representative working at On Investment Management Co in Lisle, IL and has over 17 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The O.n. Equity Sales Company | Cincinnati, OH | Apr 2018 - Current | 5 |
| Ohio National Financial Services | Cincinnati, OH | Jun 2017 - Current | 6 |
| Kestra Financial, LLC | Austin, TX | May 2017 - Apr 2018 | < 1 |
| Princor Financial Services Corporation | Downers Grove, IL | May 2015 - Feb 2017 | 1 |
| Principal Life Insurance Company | Downers Grove, IL | May 2015 - Feb 2017 | 1 |
| Nylife Securities LLC | New York, NY | Oct 2007 - May 2015 | 7 |
| New York Life Insurance Company | Deerfield, IL | Jul 2007 - May 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- CO
- IL
- UT
- WA
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Total Assets Under Management2,078MILLIONS
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Total Number of Accounts12,239ACCOUNTS
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Average Account Value$169,824
- 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
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV, WY
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