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Scott L Nelson

Alphastar Capital Management

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About Scott L Nelson

Scott Nelson is a financial advisor with Alphastar Capital Management. Scott is a Registered Representative in Utah and a Registered Investment Advisor in California and Utah. Scott provides investment advice to individuals, corporations and pension plans. Scott also provides sub-advisory services.

Firm Information

Scott Nelson is currently registered with Alphastar Capital Management. Alphastar Capital Management, based in Cornelius, NC, is an investment advisor with over $1 billion in assets under management. They provide financial planning, pension consulting, and portfolio management services for individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. They also offer sub-advisory services and selection of other advisors.
Alphastar Capital Management

19600 WEST CATAWBA AVENUE

CORNELIUS, NC 28031

$1.15B

Assets Under Management

71

Total Clients

94

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

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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Scott Nelson’s Registration & Firm History

UT

12/06/2013 - Present

Alphastar Capital Management (BRIGHAM CITY UT)

IN

08/17/2010 - 02/10/2011

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

GA

11/20/1995 - 12/31/1999

WMA SECURITIES, INC. (DULUTH GA)

GA

03/23/1987 - 12/31/1992

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 03/26/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/26/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/16/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott L Nelson.
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