Emmarina Nelson (CRD# 6019473) is an Investment Advisor Representative working at Oregon Pacific Financial Advisors Inc. in Medford, OR and has over 10 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 4913338
Edward Jones
CRD# 5798731
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oregon Pacific Financial Advisors, Inc. | Medford, OR | Dec 2020 - Current | 3 |
| Emmarina Nelson | Medford, OR | Dec 2020 - Current | 3 |
| Oregon Pacific Financial Advisors | Medford, OR | Oct 2020 - Current | 3 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Jun 2019 - Current | 4 |
| Royal Standley, Inc. | Medford, OR | Jun 2019 - Current | 4 |
| Royal Standley, Inc. | Medford, OR | Jun 2019 - Current | 4 |
| Craterian Performances Company | Medford, OR | Jan 2013 - Dec 2019 | 6 |
| Leone Holden - Cpa, LLC | Phoenix, OR | Sep 2015 - Oct 2019 | 4 |
| Red Door Property Management | Phoenix, OR | Aug 2017 - Sep 2019 | 2 |
| Summit Brokerage Services | Phoenix, OR | Nov 2015 - Mar 2019 | 3 |
| Umpqua Investments, Inc. | Oregon, OR | Jan 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- OR
-
Total Assets Under Management157MILLIONS
-
Total Number of Accounts615ACCOUNTS
-
Average Account Value$255,420
- 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)
CA, OR, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.