Eric T. Nelson
Professional summary
Eric T Nelson, CFP®, who also goes by Eric Nelson, is a registered financial advisor currently at INDEPENDENCE WEALTH located in Voorhees, New Jersey.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Eric has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eric T Nelson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
July 27, 2018 - Present
INDEPENDENCE WEALTH
Office #1: 221 Laurel Road Suite 180, Voorhees, NJ 08043September 28, 2015 - April 22, 2016
SUMMIT BROKERAGE SERVICES, INC.
January 31, 2013 - July 26, 2018
WOLOSHIN INVESTMENT MANAGEMENT, LLC
October 2, 2012 - September 30, 2015
J.P. TURNER & COMPANY, L.L.C.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/27/2018)
(10/9/2020)
Exams
Current Firm
INDEPENDENCE WEALTH
CRD#: 297032 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 287 |
| AUM (Assets Under Management) | $ 63,754,330 |
Red Flags
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