Eric NelsonCRD Number: 5315182
Current Firm: Woodbury Financial Services, Inc.
Eric Nelson (CRD# 5315182) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Oakbrook Terrace, IL and has over 9 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|The Pension Specialists||Machesney Park, IL||Dec 2013 - Current||2|
|Woodbury Financial Services, Inc.||Oak Brook, IL||Dec 2010 - Current||5|
|Us Army Reserves||Champaign-urbana, IL||Oct 2000 - Current||16|
|Jp Morgan Chase Bank Na||Chicago, IL||Feb 2010 - Jul 2010||< 1|
|Metlife Securities Inc.||Carlsbad, CA||Jul 2009 - Dec 2009||< 1|
|Aig-valic||Chicago, IL||Sep 2007 - Jul 2009||1|
|Stone Lotus Lounge||Chicago, IL||Jul 2007 - Jul 2009||2|
|Woodbury Financial||Oak Brook, IL||Jan 2007 - Oct 2007||< 1|
|Eastern Il Univ||Charleston, IL||Aug 1999 - Dec 2006||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S65||NASAA Investment Advisors Law Examination||Aug 2007|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV
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