Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Karen Nelson is an investment advisor representative with Tucker Asset Management LLC, where she has worked since December 2019. Nancy is also a licensed insurance agent with GBT Financial Services, Inc. She has over 10 years of experience in the financial services industry. She offers a range of services, including financial planning, portfolio management for individuals, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third party investment advisers
1
2
LA
12/02/2019 - Present
Tucker Asset Management LLC (Bossier City LA)
LA
11/29/2017 - 12/02/2019
LPL FINANCIAL LLC (BOSSIER CITY LA)
LA
08/01/2017 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (BOSSIER CITY LA)
LA
11/08/2012 - 07/31/2017
SIGMA FINANCIAL CORPORATION (BOSSIER CITY LA)
LA
10/11/2011 - 10/24/2012
LPL FINANCIAL LLC (SHREVEPORT LA)
LA
02/04/2011 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (SHREVEPORT LA)
TN
02/13/2007 - 01/21/2011
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
LA
10/19/2005 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (BOSSIER CITY LA)
IA
Issued 01/31/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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