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David Richard Nelson

Verdence Capital Advisors, LLC

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About David Richard Nelson

David Nelson is a financial advisor with over 16 years of experience in the financial services industry. David is a Chartered Financial Analyst and holds the Series 7 and 66 registrations. David is currently registered with Verdence Capital Advisors, LLC. David previously worked with Hightower Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations.

Firm Information

David Nelson is currently registered with Verdence Capital Advisors, LLC. Verdence Capital Advisors, LLC is a registered investment advisor with over $3.3 billion in regulatory assets under management. Based in Hunt Valley, Maryland, the firm offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and consulting. They serve a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Verdence Capital Advisors, LLC

50 SCHILLING ROAD

HUNT VALLEY, MD 21031

$3.31B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Nelson’s Registration & Firm History

MD

12/12/2017 - Present

Verdence Capital Advisors, LLC (HUNT VALLEY MD)

VA

10/05/2012 - 03/10/2016

HIGHTOWER SECURITIES, LLC (RESTON VA)

DC

06/18/2004 - 10/09/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)

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Licenses & Designations

BOTH

Issued 07/08/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/10/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Richard Nelson.
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