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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- DC
- FL
- MD
- VA
-
Total Assets Under Management229MILLIONS
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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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