Nelson Securities,Inc.

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Client assets under management

$266,767,083

Clients

2,016

0% high-net worth

Advisors

of 15 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

224

Very High

Average account size

$132,325

Client services

Portfolio management Newsletters or periodicals

Main office location

Nelson Securities,Inc.

9718 N Morton Ct

Spokane WA 99218, United States

Number of offices

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 509-838-1313

Advisors at this firm

Enrique G

Series 63, Series 65

San Diego, CA

Nelson Securities,Inc.

Arealous E

Series 63, Series 65

Spokane, WA

Nelson Securities,Inc.

Robert N

Series 63, Series 65

Spokane, WA

Nelson Securities,Inc.

Scott N

Series 63, Series 65

San Diego, CA

Nelson Securities,Inc.

David V

Series 63, Series 65

Spokane, WA

Nelson Securities,Inc.

Jeffery M

Series 63, Series 65

Spokane, WA

Nelson Securities,Inc.

Russell P

Series 63, Series 65

Salado, TX

Nelson Securities,Inc.

Steven K

Series 63, Series 65

Fort White, FL

Nelson Securities,Inc.

Carmel E

Series 63, Series 65

San Diego, CA

Nelson Securities,Inc.

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