Stephen NelsonCRD Number: 1632940
Current Firm: United Brokerage Services Inc.
Stephen Nelson (CRD# 1632940) is an Investment Advisor Representative working at United Brokerage Services Inc. in Manassas, VA and has over 36 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|United Brokerage Services Inc.||Parkersburg, WV||May 2017 - Current||6|
|Raymond James Financial Services Advisors Inc.||Vienna, VA||Apr 2016 - Apr 2017||1|
|Raymond James Financial Services, Inc.||Vienna, VA||Mar 2016 - Apr 2017||1|
|Cardinal Bank||Mclean, VA||Jan 2011 - Apr 2017||6|
|Raymond James Financial Services||Mclean, VA||Apr 2011 - Apr 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1987|
|S65||NASAA Investment Advisors Law Examination||Apr 2016|
Total Assets Under Management229MILLIONS
Total Number of Accounts953ACCOUNTS
Average Account Value$240,765
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, CA, DC, FL, HI, KY, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV
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