Andrea Nelson, financial advisor Idaho Falls ID
93 score

Andrea Nelson

CRD Number: 4523418
Current Firm: Securities America Advisors, Inc.

Andrea Nelson (CRD# 4523418) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Idaho Falls, ID and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Idaho Falls, ID Jan 2014 - Current 4
Securities America Advisors, Inc. Idaho Falls, ID Jan 2014 - Current 4
Andrea Nelson Eden Prairie, MN Mar 2011 - Jan 2014 2
Jazzercise Inc/jazzercise, LLC Omaha, NE Aug 2003 - Jan 2014 10
Securities America Advisors La Vista, NE Feb 2011 - Oct 2013 2
Securities America, Inc. La Vista, NE Dec 2006 - Oct 2013 6
Eide Bailly Securities Fargo, ND Oct 2001 - Feb 2011 9
Eide Bailly Financial Services Fargo, ND Oct 2001 - Feb 2011 9
Eide Bailly Agency Fargo, ND Oct 2001 - Feb 2011 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Andrea L. Nelson
Phone Number: 402-399-9111
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    15,610
    MILLIONS
  • Total Number of Accounts
    105,891
    ACCOUNTS
  • Average Account Value
    $147,418
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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