NS
Nelson T. Sebra
INSIGHT FOLIOS
West Jordan, UT 84093
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CRD#: 4440888
NS
Professional summary
Nelson Toney Sebra JR., who also goes by Nelson Toney Sebra, Toney Sebra, is a registered financial advisor currently at INSIGHT FOLIOS located in West Jordan, Utah.
Nelson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Nelson has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nelson Toney Sebra | Toney Sebra
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.
Owner of 2 rental properties - 121 Lagomarsino Way, Sacramento, CA 95819
No duties, property managed by property management company, Not investment related, 1 hour a month, 0 during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Nelson Toney Sebra JR.'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®
NoneExperience
Current
May 8, 2025 - Present
INSIGHT FOLIOS
Office #1: 9089 S 1300 W #100, West Jordan, UT 84093RIA
CRD#: 174411
West Jordan, UT
Past
January 12, 2016 - September 18, 2017
SYMETRA SECURITIES, INC.
BD
CRD#: 739
BELLEVUE, WA
Past
July 22, 2014 - October 6, 2014
STRATEGIC WEALTH ADVISORS GROUP
RIA
CRD#: 140977
ROCKLIN, CA
Past
June 10, 2014 - October 22, 2014
LPL FINANCIAL LLC
BD
CRD#: 6413
ROCKLIN, CA
Past
December 5, 2006 - June 2, 2014
GLOBAL ATLANTIC DISTRIBUTORS, LLC
BD
CRD#: 8326
HARTFORD, CT
Past
March 4, 2005 - December 5, 2006
NATIONWIDE INVESTMENT SERVICES CORPORATION
BD
CRD#: 7110
COLUMBUS, OH
Past
February 4, 2003 - February 15, 2005
PRINCIPAL FUNDS DISTRIBUTOR, INC.
BD
CRD#: 43261
DES MOINES, IA
Past
September 20, 2001 - October 17, 2001
WAMU INVESTMENTS, INC.
BD
CRD#: 599
IRVINE, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INSIGHT FOLIOS
APPLIED STRATEGIES FOR WEALTH MANAGEMENT | TRUVESTMENTS | KEVIN WRAY FINANCIAL SERVICES | INSIGHT FOLIOS INC | INSIGHT FOLIOS | DURSO CAPITAL MANAGEMENT
CRD#: 174411 / SEC#: 801-117138
RIA
Registered Investment Advisory firm - (8/12/2019 Approved)Arizona
Registered Investment Advisory firm - (8/21/2019 Terminated)California
Registered Investment Advisory firm - (1/11/2018 Terminated)Florida
Registered Investment Advisory firm - (12/12/2017 Terminated)Illinois
Registered Investment Advisory firm - (12/31/2017 Terminated)Massachusetts
Registered Investment Advisory firm - (8/21/2019 Terminated)Michigan
Registered Investment Advisory firm - (8/22/2019 Terminated)New Hampshire
Registered Investment Advisory firm - (8/22/2019 Terminated)North Carolina
Registered Investment Advisory firm - (9/3/2019 Terminated)South Carolina
Registered Investment Advisory firm - (8/21/2019 Terminated)Texas
Registered Investment Advisory firm - (8/21/2019 Terminated)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
Louisiana(8/20/2025)
IAR
Texas(5/8/2025)
IAR
Utah(5/8/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IF
INSIGHT FOLIOS
APPLIED STRATEGIES FOR WEALTH MANAGEMENT | TRUVESTMENTS | KEVIN WRAY FINANCIAL SERVICES | INSIGHT FOLIOS INC | INSIGHT FOLIOS | DURSO CAPITAL MANAGEMENT
CRD#: 174411 / SEC#: 801-117138
RIA
Registered Investment Advisory firm - (8/12/2019 Approved)Arizona
Registered Investment Advisory firm - (8/21/2019 Terminated)California
Registered Investment Advisory firm - (1/11/2018 Terminated)Florida
Registered Investment Advisory firm - (12/12/2017 Terminated)Illinois
Registered Investment Advisory firm - (12/31/2017 Terminated)Massachusetts
Registered Investment Advisory firm - (8/21/2019 Terminated)Michigan
Registered Investment Advisory firm - (8/22/2019 Terminated)New Hampshire
Registered Investment Advisory firm - (8/22/2019 Terminated)North Carolina
Registered Investment Advisory firm - (9/3/2019 Terminated)South Carolina
Registered Investment Advisory firm - (8/21/2019 Terminated)Texas
Registered Investment Advisory firm - (8/21/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10800 Sikes Place Suite 110, Charlotte, NC 28277
Mailing Address
Phone number
(704) 529-9500
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,163 |
| AUM (Assets Under Management) | $ 341,383,271 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
