Scott Nelson (CRD# 7062184) is an Investment Advisor Representative working at Global Retirement Partners LLC in Gillette, WY and has over 5 years of experience in the finance industry.
CRD# 6101632
Primerica Advisors
CRD# 6634862
Primerica Advisors
CRD# 2808463
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Gillette, WY | Jun 2021 - Current | 2 |
Global Retirement Partners, LLC | San Rafael, CA | Jun 2021 - Current | 2 |
Hub International | Gillette, WY | Aug 2019 - Current | 4 |
New York Life Insurance Company | Casper, WY | Feb 2019 - Aug 2019 | < 1 |
Nylife Securities LLC | Casper, WY | Feb 2018 - Aug 2019 | 1 |
Bj Nelson Inc. | Gillette, WY | Jun 2002 - Dec 2018 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2019 |
S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- CO
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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