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Robert Owen Nelson

Nelson Securities, INC.

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About Robert Owen Nelson

Robert Nelson is a registered investment advisor with Nelson Securities,INC., who has been in the financial industry since 1992. Robert has a diverse background in the investment industry and holds licenses in multiple states, including California, Washington, and others. Robert's primary specialization is in investment advisory services and holds Series 7, Series 63, Series 24, and Series 65 licenses. Robert is also a registered representative with Nelson Securities,INC. and has held this position since 1992.

Firm Information

Robert Nelson is currently registered with Nelson Securities, INC.. Nelson Securities, INC. is a Corporation formed on October 3, 1983, and is headquartered in SPOKANE, WA, United States. The firm has 7 licensed agents, 9 investment adviser representatives, 11 registered representatives, 9 individuals performing investment advisory functions, and 0 investment adviser representatives for other investment advisers. The firm manages approximately $242,493,984 in regulatory assets under management and offers portfolio management services to individuals and publication of periodicals. They also provide investment advisory services to individuals other than high-net-worth individuals, corporations, and pension and profit sharing plans. Nelson Securities, INC. is registered with the SEC and is also registered in all 50 states.
Nelson Securities, INC.

9718 N MORTON CT

SPOKANE, WA 99218

$242.49M

Assets Under Management

Not reported

Total Clients

11

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 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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percentage of assets

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

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Robert Nelson’s Registration & Firm History

WA

04/11/2022 - Present

Nelson Securities,INC. (SPOKANE WA)

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Licenses & Designations

IA

Issued 06/14/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/06/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/08/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Owen Nelson.
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