Keystone Wealth Advisors

Keystone Wealth Advisors (CRD# 158234) is a financial advisory firm headquartered in Logan, UT. They manage $2,796,000 in 59 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $47,390
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, UT

Financial Advisors at Keystone Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Gordon L. Nelson
CRD#: 2982767
1594 N 160 W, Ste 110, Logan, UT 84341

Gordon Nelson (CRD# 2982767) is an Investment Advisor Representative working at Keystone Wealth Advisors in Logan, UT and has over 26 years of experience in the finance industry.

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