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Mark D Nelson

Symmetry Partners

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About Mark D Nelson

Mark D. Nelson is a registered Investment Advisor Representative with Symmetry Partners in HOOVER, AL. Mark has been in the industry since 2001 and has previously worked with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and VeraVest Investments, Inc. Mark has passed both the Series 7 and Series 66 exams and is currently registered in Alabama. Mark specializes in working with investment companies, charitable organizations, high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses.

Firm Information

Mark Nelson is currently registered with Symmetry Partners. Symmetry Partners is an investment advisory firm with offices in Glastonbury, CT. The firm specializes in providing portfolio management services for individuals, businesses, investment companies, and other institutional clients. Symmetry Partners also provides sub-advisory services to other investment advisers. As of the latest data, the firm manages over $5.8 billion in assets for over 13,700 accounts.
Symmetry Partners

151 NATIONAL DRIVE

GLASTONBURY, CT 06033

$5.88B

Assets Under Management

Not reported

Total Clients

15

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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sub-advisor

Sub-advisor

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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percentage of assets

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

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other

Fee paid for sub-advisor services provided to ria

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Mark Nelson’s Registration & Firm History

AL

01/03/2005 - Present

Symmetry Partners (HOOVER AL)

IN

12/09/2003 - 12/31/2004

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

12/09/2003 - 12/31/2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

MA

09/19/2001 - 12/19/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BOTH

Issued 09/27/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/18/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark D Nelson.
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