Nelson Investment Company, LLC
Nelson Investment Company, LLC (CRD# 134462) is a financial advisory firm headquartered in Newport Coast, CA. They manage $400,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$100,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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
Mark Nelson (CRD# 2170893) is an Investment Advisor Representative working at Nelson Investment Company, LLC in Long Beach, CA and has over 25 years of experience in the finance industry.