Nelson Investment Company

Nelson Investment Company (CRD# 134462) is a financial advisory firm headquartered in , . They manage $270,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Nelson Investment Company
Showing 1 - 1 of 1 top financial advisors.
Mark J. Nelson
CRD#: 2170893
Long Beach, CA

Mark Nelson (CRD# 2170893) is an Investment Advisor Representative working at Nelson Investment Company in Long Beach, CA and has over 26 years of experience in the finance industry.

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