Andrew Nelson Financial Services, LLC
Andrew Nelson Financial Services, LLC (CRD# 108315) is a financial advisory firm headquartered in Newport Beach, CA. They manage $25,500,000 in 74 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts74ACCOUNTS
Average Account Value$344,595
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Andrew Nelson (CRD# 2358033) is an Investment Advisor Representative working at Andrew Nelson Financial Services, LLC in Irvine, CA and has over 22 years of experience in the finance industry.