Gordon Nelson, financial advisor Logan UT
68 score

Gordon Nelson

CRD Number: 2982767
Current Firm: Keystone Wealth Advisors

Gordon Nelson (CRD# 2982767) is an Investment Advisor Representative working at Keystone Wealth Advisors in Logan, UT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Keystone Wealth Advisors Logan, UT Aug 2011 - Current 5
Linsco/private Ledger Corp. Logan, UT Sep 2003 - Current 13
Keystone Wealth Mgmt Logan, UT Sep 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Feb 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gordon L. Nelson
Phone Number: 435-713-4220
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Other
Types of Clients
Registered States


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