Unclaimed
Douglas Nelson is a registered Investment Advisor Representative with TCI Wealth Advisors, Inc., a firm located in Tucson, AZ. Douglas is licensed in Arizona, Nevada, and New Mexico. He has been with the firm since January 2008 and specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. He is also a member of the D & T Investment Club, LLC, a partnership based in Reno, NV.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
12/18/2009 - Present
TCI Wealth Advisors, Inc. (TUCSON AZ)
IA
Issued 05/22/1995
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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