Brandon NelsonCRD Number: 3125377
Current Firm: Lincoln Financial Advisors Corporation
Brandon Nelson (CRD# 3125377) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Salt Lake City, UT and has over 18 years of experience in the finance industry. Brandon 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.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Lincoln Financial Advisors||Salt Lake City, UT||Aug 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
Total Assets Under Management13,548MILLIONS
Total Number of Accounts52,000ACCOUNTS
Average Account Value$260,535
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, 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