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Harold Fredrick Nelson

Buckhead Capital Management, LLC

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About Harold Fredrick Nelson

Harold Fredrick Nelson is an investment advisor representative registered with Buckhead Capital Management, LLC. Harold has been in the industry since 1981 and has held various positions at several firms. Currently, Harold is an active investment advisor representative in Georgia. Harold has earned the Series 4, 7, 24, and 63 licenses. Harold specializes in providing financial planning, portfolio management for businesses and individuals.

Firm Information

Harold Nelson is currently registered with Buckhead Capital Management, LLC. Buckhead Capital Management, LLC is an investment advisor headquartered in Atlanta, GA. The firm manages approximately $3.92 billion in assets for a range of clients including high-net-worth individuals, corporations, charitable organizations, and state or municipal government entities. Buckhead Capital Management specializes in providing financial planning and portfolio management services. They offer a wrap fee program for clients who prefer a comprehensive approach to managing their investments.
Buckhead Capital Management, LLC

3100 CUMBERLAND BOULEVARD

ATLANTA, GA 30339-5995

$3.92B

Assets Under Management

7

Total Clients

8

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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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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Harold Nelson’s Registration & Firm History

GA

07/15/2021 - Present

Buckhead Capital Management, LLC (ATLANTA GA)

NA

11/02/1988 - 11/13/1992

WACHOVIA BROKERAGE SERVICE

NA

04/07/1987 - 10/04/1988

TJM SECURITIES, INC.

NA

04/01/1985 - 05/24/1985

FERRIS & COMPANY, INCORPORATED

NA

09/30/1981 - 04/03/1985

RIVIERE SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 10/29/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/1984

Series 4 - Registered Options Principal Examination

BC

Issued 06/21/1983

Series 24 - General Securities Principal Examination

BC

Issued 09/19/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harold Fredrick Nelson.
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