Wealth Asset Managers

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.

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.

Robert Nelson Jr. is a financial advisor with Nelson Securities, Inc. in Spokane, WA, holding Series 63 and Series 65 credentials and has 33 years of industry experience. He has been with Nelson Securities since 1992, contributing to the firm for over three decades. Nelson Securities, Inc. manages approximately $272 million for more than 2,000 clients through nine advisors. The firm offers discretionary investment management and consulting services to a diverse client base, employing a combination of fundamental and technical analysis with a variety of investment strategies tailored to individual investor profiles.

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.

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.

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.

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.

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.

Carmel Exum is a financial advisor with Nelson Securities, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to joining Nelson Securities in 2020, Exum worked in various roles including at Transition Staffing Group, Marriott Hotels, Hilton Hotels, PETSMART, Ralphs, and the University of California San Diego. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients through a nine-advisor team. The firm provides discretionary investment management and consulting services using both fundamental and technical analysis across multiple strategies, serving individuals, families, trusts, pension plans, corporations, and nonprofit organizations.