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Enrique G

Series 63, Series 65

San Diego, CA

Nelson Securities,Inc.

Enrique Garcia Jr. is a financial advisor with Nelson Securities, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Nelson Securities since 1997. Nelson Securities manages approximately $272 million for over 2,000 clients through a team of nine advisors, offering discretionary investment management and consulting services to individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm employs a combination of fundamental and technical analysis with a range of investment strategies and maintains ongoing portfolio monitoring while clients retain trade approval authority.

Wealth management Passive / index investing
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Arealous E

Series 63, Series 65

Spokane, WA

Nelson Securities,Inc.

Arealous Earthman is a financial advisor with Nelson Securities, Inc. in Spokane, WA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Nelson Securities since 1992. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients through a team of nine advisors, offering discretionary investment management and consulting for individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm combines fundamental and technical analysis with a variety of strategies, maintaining continuous account monitoring while clients retain trade approval authority.

Wealth management Passive / index investing
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Robert N

Series 63, Series 65

Spokane, WA

Nelson Securities,Inc.

Robert Nelson Jr. is a financial advisor with Nelson Securities, Inc. in Spokane, WA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Nelson Securities, Inc. since 1992. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients through a team of nine advisors. The firm provides discretionary investment management and consulting services to a diverse client base including individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. Their investment approach combines fundamental and technical analysis with a range of strategies tailored to client profiles and monitored continuously.

Wealth management Passive / index investing
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Scott N

Series 63, Series 65

San Diego, CA

Nelson Securities,Inc.

Scott Newman is a financial advisor at Nelson Securities, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Nelson Securities since 2002. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients through nine advisors, offering discretionary investment management and consulting to a diverse client base including individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm uses a combination of fundamental and technical analysis with various investment strategies tailored to client profiles and continuously monitors accounts with client trade approval.

Wealth management Passive / index investing
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David V

Series 63, Series 65

Spokane, WA

Nelson Securities,Inc.

David Vose is a financial advisor at Nelson Securities, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Nelson Securities since 1992. Nelson Securities, Inc. manages approximately $272 million for about 2,016 clients through a team of nine advisors. The firm offers discretionary investment management and consulting services to individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations using a combination of fundamental and technical analysis with a variety of investment strategies.

Wealth management Passive / index investing
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Jeffery M

Series 63, Series 65

Spokane, WA

Nelson Securities,Inc.

Jeffery Miller is a financial advisor with Nelson Securities, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses. He has 35 years of industry experience, including 34 years with Nelson Securities. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients and offers discretionary investment management and consulting services to individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm utilizes a combination of fundamental and technical analysis with a variety of investment strategies tailored to client profiles and Investment Policy Statements.

Wealth management Passive / index investing
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Russell P

Series 63, Series 65

Salado, TX

Nelson Securities,Inc.

Russell Price is a financial advisor at Nelson Securities, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nelson Securities since 1988. Outside of his advisory work, Price is a licensed geologist providing freelance consulting services and serves as a director of Snowshoe Mining. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients, offering discretionary investment management and consulting services to a diverse client base including individuals, families, trusts, and organizations. The firm utilizes a combination of fundamental and technical analysis across various investment strategies, tailoring asset allocations based on detailed investor profiles and continuously monitoring client accounts.

Wealth management Passive / index investing
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Steven K

Series 63, Series 65

Fort White, FL

Nelson Securities,Inc.

Steven Keller is a financial advisor with Nelson Securities, Inc. in Fort White, FL, holding Series 63 and Series 65 credentials and having 44 years of industry experience. He has been with Nelson Securities since 1993. Nelson Securities manages approximately $272 million for about 2,016 clients through a team of nine advisors, providing discretionary investment management and consulting services to individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm uses a combination of fundamental and technical analysis with various investment strategies, including individual stocks, ETFs, and closed-end funds, tailoring asset allocations based on investor profiles and Investment Policy Statements.

Wealth management Passive / index investing
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Carmel E

Series 65, Series 63

San Diego, CA

Nelson Securities,Inc.

Carmel Exum is a financial advisor with Nelson Securities, Inc. in San Diego, CA, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Nelson Securities, she worked in various roles at Transition Staffing Group, Marriott Hotels, Hilton Hotels, PETSMART, and the University of California San Diego. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients through discretionary investment management and consulting services. The firm employs a combination of fundamental and technical analysis and uses diverse strategies, including stocks, ETFs, and short-selling funds, tailoring asset allocations based on investor profiles and Investment Policy Statements.

Wealth management Passive / index investing
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