Viceroy Investment Advisors LLC
Viceroy Investment Advisors LLC (CRD# 152140) is a financial advisory firm headquartered in , . They manage $5,400,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$108,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jason Nelson (CRD# 2962312) is an Investment Advisor Representative working at Viceroy Investment Advisors LLC in Bothell, WA and has over 20 years of experience in the finance industry. Jason Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.