Barrigan Nelson (CRD# 4385285) is an Investment Advisor Representative working at Capital Financial Planners in Salem, OR and has over 22 years of experience in the finance industry. Barrigan Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6375005
Edward Jones
CRD# 2113992
Mariner Wealth
CRD# 2795104
True Private Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Financial Planners, LLC | Salem, OR | Jan 2007 - Current | 17 |
| Kms Financial Services, Inc. | Salem, OR | Aug 2003 - Oct 2020 | 17 |
| Kms Financial Services, Inc. | Salem, OR | Jul 2001 - Oct 2020 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2001 |
- OR
- TX
-
Total Assets Under Management216MILLIONS
-
Total Number of Accounts550ACCOUNTS
-
Average Account Value$392,457
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
OR, TX, WA
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