Steven NelsonCRD Number: 3012627
Current Firm: Suntrust Investment Services, Inc.
Steven Nelson (CRD# 3012627) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Nashville, TN and has over 18 years of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|Suntrust Bank||Nashville, TN||Jan 2016 - Current||1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jan 2016 - Current||1|
|Suntrust Banks, Inc.||Nashville, TN||Apr 2006 - Jan 2016||9|
|Suntrust Investment Services, Inc.||Atlanta, GA||Aug 2004 - Jan 2016||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2002|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV