Steven C. Nelson, Cfp

Steven C. Nelson, Cfp (CRD# 130218) is a financial advisory firm headquartered in , . They manage $1,289,566 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $75,857
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Steven C. Nelson, Cfp
Showing 1 - 1 of 1 top financial advisors.
1
Steven Nelson, financial advisor Franklin TN
Steven C. Nelson
CRD#: 802142
Franklin, TN

Steven Nelson (CRD# 802142) is an Investment Advisor Representative working at Steven C. Nelson, Cfp in Franklin, TN and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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