Viceroy Investment Advisors LLC

Viceroy Investment Advisors LLC (CRD# 152140) is a financial advisory firm headquartered in Everett, WA. They manage $22,600,000 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2906 Colby Avenue, Suite 108, Everett, WA 98201
http://www.viceroyinvestmentadvisors.com
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $289,744
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Viceroy Investment Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason Nelson, financial advisor Everett WA
Jason L. Nelson
CRD#: 2962312
2906 Colby Avenue, Suite 108, Everett, WA 98201

Jason Nelson (CRD# 2962312) is an Investment Advisor Representative working at Viceroy Investment Advisors LLC in Everett, WA and has over 26 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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