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MN

Matthew K. Nelson

GULF COAST FINANCIAL ADVISORS LLC
Fair Oaks, TX
Some features on this profile are disabled
CRD#: 4050793
MN

Professional summary

Matthew Keith Nelson, AIF® is a registered financial advisor currently at GULF COAST FINANCIAL ADVISORS LLC located in Fair Oaks, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Matthew has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Keith Nelson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

February 18, 2026 - Present

GULF COAST FINANCIAL ADVISORS LLC

RIA
CRD#: 329092
Fair Oaks, TX
Past

August 17, 2017 - September 8, 2025

PRIME CAPITAL FINANCIAL

RIA
CRD#: 288712
Boerne, TX
Past

November 11, 2014 - May 2, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
BOERNE, TX
Past

July 16, 2010 - May 6, 2013

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
BEDFORD, TX
Past

May 27, 2003 - October 13, 2017

LAWING FINANCIAL INC

RIA
CRD#: 117178
Boerne, TX
Past

November 1, 1999 - July 16, 2010

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
OVERLAND PARK, KS

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(2/18/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/18/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/20/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/2/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/29/1999
General Securities Representative Examination

Current Firm

GC
GULF COAST FINANCIAL ADVISORS LLC
GULF COAST FINANCIAL ADVISORS LLC

CRD#: 329092 / SEC#:

Alabama
Registered Investment Advisory firm - (2/26/2024 Approved)
Texas
Registered Investment Advisory firm - (2/12/2026 Approved)
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Contact information

Main Address
561 Fairhope Ave Suite 202b, Fairhope, AL 36532
Mailing Address
Phone number
(251) 327-2124
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts162
AUM (Assets Under Management)$ 27,168,325

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.

Company Information

GULF COAST FINANCIAL ADVISORS LLC

CRD#: 329092Fair Oaks, TX

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