Byron L. Nelson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Byron Lee Nelson, CFP® was a registered financial professional .
Byron is a previously registered financial professional and started their career in finance in 1993. Byron had worked at 1 firm and has passed the Series 65, Series 63 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1994
Experience
April 14, 1993 - August 1, 2017
RONALD BLUE & CO., LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 2
Date: 9/28/1994
Non-Member General Securities ExaminationCurrent Firm
RONALD BLUE & CO., LLC
CRD#: 104605 / SEC#: 801-18423
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
