Alan Nelson (CRD# 7864430) is an Investment Advisor Representative working at Measured Money Maneuvers in Solana Beach, CA and has 1 year of experience in the finance industry. Alan 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# 5138196
Lpl Financial LLC
CRD# 6823008
Lifepro Asset Management
CRD# 3274138
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Measured Money Maneuvers, LLC | Solana Beach, CA | Jan 2024 - Current | < 1 |
| Viasat, Inc. | Carlsbad, CA | Jul 2018 - Current | 5 |
| U.s. Navy | Lakewood, WA | Sep 1998 - Apr 2018 | 19 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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
- Pension consulting services
- Educational seminars/workshops
CA
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