Samuel Nielson, financial advisor Salt Lake City UT

Samuel Nielson

CRD Number: 5781317
Current Firm: Valic Financial Advisors, Inc.

Samuel Nielson (CRD# 5781317) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Salt Lake City, UT and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Agia Houston, TX Dec 2022 - Current < 1
Valic Financial Advisors, Inc. Lakewood, CO Dec 2021 - Current 1
Capitalrock LLC Bountiful, UT Nov 2019 - Dec 2021 2
Mwa Financial Services Inc. Rock Island, IL Nov 2014 - Dec 2021 7
Modern Woodmen Of America Rock Island, IL Oct 2014 - Dec 2021 7
Ups Orem, UT Nov 2018 - Apr 2019 < 1
Fidelity Investments American Fork, UT Apr 2010 - Oct 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2010
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Samuel D. Nielson
Phone Number: 866-544-4968
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    26,915
    MILLIONS
  • Total Number of Accounts
    359,447
    ACCOUNTS
  • Average Account Value
    $74,880
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, 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, WY

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