Scott Nelson, financial advisor Tampa FL
93 score

Scott Nelson

CRD Number: 1271726
Current Firm: Cetera Investment Advisers LLC

Scott Nelson (CRD# 1271726) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tampa, FL and has over 12 years of experience in the finance industry. Scott 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.

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Professional Designations
Company Name Location Dates Years
Nelson & Mckay Cpa's LLC Tampa, FL Jan 2010 - Current 6
Cetera Investment Advisers LLC Schaumburg, IL Apr 2004 - Current 12
Cetera Financial Specialists LLC Schaumburg, IL Aug 1998 - Current 18
Scott F Nelson Cpa Self Employed Tampa, FL Nov 1984 - Dec 2009 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2005
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for Scott F. Nelson
Phone Number: 888-528-2987
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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