Frederick Nelson, financial advisor Twin Falls ID
93 score

Frederick Nelson

CRD Number: 1090017
Current Firm: D.a. Davidson & Company

Frederick Nelson (CRD# 1090017) is an Investment Advisor Representative working at D.a. Davidson & Company in Twin Falls, ID and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Twin Falls, ID Jun 2010 - Current 6
Wachovia Securities, LLC Twin Falls, ID Jan 2008 - Jun 2010 2
A. G. Edwards & Sons, Inc. Twin Falls, ID Jan 1989 - Jan 2008 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Frederick C. Nelson
Phone Number: 406-727-4200
Firm Website: http://www.dadco.com
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    9,918
    MILLIONS
  • Total Number of Accounts
    33,323
    ACCOUNTS
  • Average Account Value
    $297,645
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • 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, SC, SD, TN, TX, UT, VA, 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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