Brian Nelson, financial advisor Portland OR

Brian Nelson

CRD Number: 2543552
Current Firm: Wells Fargo Clearing Services, LLC

Brian Nelson (CRD# 2543552) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Portland, OR and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Portland, OR Nov 2016 - Current 4
Wells Fargo Advisors LLC Portland, OR Dec 2009 - Nov 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination May 2003
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 Brian R. Nelson
Phone Number: 314-875-3000
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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