Janice Nelson, financial advisor Oklahoma City OK
96 score

Janice Nelson

CRD Number: 1006438
Current Firm: Principal Securities, Inc.

Janice Nelson (CRD# 1006438) is an Investment Advisor Representative working at Principal Securities, Inc. in Oklahoma City, OK and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Principal Life Insurance Comp Oklahoma City, OK Jul 1998 - Current 18
Princor Financial Services Corporation Oklahoma City, OK Aug 1981 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1981
Contact Info for Janice A. Nelson
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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