Robert Nelson, financial advisor Spokane WA

Robert Nelson

CRD Number: 2245236
Current Firm: Wealth Asset Managers

Robert Nelson (CRD# 2245236) is an Investment Advisor Representative working at Wealth Asset Managers in Spokane, WA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Nelson Securities,inc. San Diego, CA Jun 1992 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
S65 NASAA Investment Advisors Law Examination Jun 1993
Contact Info for Robert O. Nelson
Phone Number: 509-838-1313
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    213
    MILLIONS
  • Total Number of Accounts
    2,052
    ACCOUNTS
  • Average Account Value
    $103,867
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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