Dennis Nelson, financial advisor Naples FL

Dennis Nelson

CRD Number: 603955
Current Firm: Naples Money Management LLC

Dennis Nelson (CRD# 603955) is an Investment Advisor Representative working at Naples Money Management LLC in Naples, FL and has over 16 years of experience in the finance industry.

Similar Advisors
Albert Abdo, financial advisor Naples FL
Albert Abdo
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Thomas Abood, financial advisor Naples FL
Thomas G. Abood
CRD# 2305670
Truist Advisory Services, Inc.
Similar Advisors
Pamela Abraham, financial advisor Naples FL
Pamela L. Abraham
CRD# 1002352
Hightower Advisors, LLC
Company Name Location Dates Years
Naples Money Management, LLC Naples, FL Mar 2010 - Current 12
Mutual Service Corporation West Palm Beach, FL Mar 1989 - Jul 2018 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2005
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.

Get Details on the FINRA Advisor Check site
Contact Info for Dennis D. Nelson
Phone Number: 239-261-4800
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    184
    MILLIONS
  • Total Number of Accounts
    579
    ACCOUNTS
  • Average Account Value
    $317,145
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL

Ready to hire a financial advisor? Get competitive proposals from Dennis Nelson and other advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.