Charles Nelson (CRD# 5117360) is an Investment Advisor Representative working at Advent Advisors LLC in Mercersburg, PA and has 1 year of experience in the finance industry. Charles Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4275229
Raymond James Financial Services Advisors, Inc.
CRD# 4947304
Commonwealth Financial Network
CRD# 4837485
Cuso Financial Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advent Advisors LLC | Chambersburg, PA | Jun 2019 - Current | 4 |
| Cottage Nanny, LLC | Chambersburg, PA | Jan 2008 - Current | 16 |
| Stoddard Associates Llc Dba Crenshaw Associates | Chambersburg, PA | Apr 2007 - Current | 17 |
| Menno Haven, Inc. | Chambersburg, PA | Apr 2006 - Current | 18 |
| Rainmaker Consulting Group, LLC | Chambersburg, PA | Mar 2006 - Current | 18 |
- PA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Selection of other advisers (including private fund managers)
- Other
PA
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