Craig Nelson (CRD# 2536023) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Washington, UT and has over 29 years of experience in the finance industry.
CRD# 6244337
Soltis Investment Advisors, LLC
CRD# 6447966
Nuwealth Advisors, LLC
CRD# 3184654
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Epic Trust Advisors, LLC | Washington, UT | Jul 2022 - Current | 1 |
Transitional Broker | Draper, UT | Sep 2020 - Current | 3 |
Lone Peak Advisers | Draper, UT | Jul 2019 - Jul 2022 | 3 |
Crewe Advisors | Salt Lake City, UT | Feb 2019 - Jul 2019 | < 1 |
Lpl Financial LLC | Charlotte, NC | Jan 2012 - Feb 2019 | 7 |
Zions Bank | St. George, UT | Aug 2015 - Jan 2019 | 3 |
Cyprus Credit Union | West Jordan, UT | Dec 2011 - Aug 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1994 |
S65 | NASAA Investment Advisors Law Examination | Sep 1994 |
- NV
- UT
-
Total Assets Under Management277MILLIONS
-
Total Number of Accounts1,674ACCOUNTS
-
Average Account Value$165,736
- 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
AR, AZ, CA, FL, ID, IL, LA, MI, NV, OH, OK, TX, UT, VA, WA, WY
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