Robin NelsonCRD Number: 1985051
Current Firm: Moors & Cabot, Inc.
Robin Nelson (CRD# 1985051) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Winter Park, FL and has over 14 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Moors & Cabot||Winter Park, FL||Jan 2009 - Current||8|
|Ubs Financial Services Inc.||Orlando, FL||Feb 2002 - Jan 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
Total Assets Under Management1,058MILLIONS
Total Number of Accounts2,218ACCOUNTS
Average Account Value$477,163
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI