William Nelson Ii
Professional Summary
William Nelson II, who also goes by Bill Nelson, Billy Nelson, was a registered financial advisor. William was a previously registered financial professional and started their career in finance 1983 - 2001. William had worked at 9 firms and has passed the Series 63, Series 55, Series 7, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Nelson, Billy Nelson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
AVONDALE PARTNERS, LLC | CONVERTIBLE DESK, LLC
Contact Information
Main Address
4322 Harding Pike Suite 450, Nashville, TN 37215Mailing Address
4322 Harding Pike Suite 414, Nashville, TN 37205Phone Number
(615) 467-3500Established
Tennessee since 01/05/1999Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Aug 1999Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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