Mark NelsenCRD Number: 6394063
Current Firm: Valic Financial Advisors, Inc.
Mark Nelsen (CRD# 6394063) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Roseville, CA and has over 2 years of experience in the finance industry.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Valic Financial Advisors, Inc.||Roseville, CA||Sep 2014 - Current||2|
|Unemployed||Grass Valley, CA||Jul 2014 - Sep 2014||< 1|
|Grass Valley, A Belden Brand||Grass Valley, CA||Aug 1997 - Jul 2014||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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