Max S. Nelson
Professional summary
Max Sean Nelson is a registered financial advisor currently at BN INVESTMENT, LLC located in Amazonia, Missouri.
Max is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Max has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Max Sean Nelson's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 6, 2012 - Present
BN INVESTMENT, LLC
March 25, 2008 - July 10, 2008
WALLSTREET*E FINANCIAL SERVICES, INC.
January 10, 2006 - December 19, 2007
BROKERSXPRESS LLC
May 14, 1998 - January 11, 2006
INVESTACORP, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/6/2012)
(3/25/2022)
Exams
Current Firm
BN INVESTMENT, LLC
CRD#: 159313 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 23 |
| AUM (Assets Under Management) | $ 4,865,223 |
Red Flags
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