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GN

George E. Nelson

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CRD#: 6718236
GN

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.

George E Nelson was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 2022. George had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
Mr. Nelson is a Managing Member of Nelson Enterprises, LLC wherein he assists with the ongoing management of the current and future growth opportunities of Nelson Enterprises, LLC. Furthermore, Mr. Nelson is a minority owner of CC Mutual, which is a business that is focused on asset valuation, equity investment, and algorithmic trading and investments in crypto assets and blockchain-related technologies. As part of Mr. Nelson's involvement with CC Mutual, he provides business and performance analysis services to various cryptocurrencies that are subsequently evaluated by the team at CC Mutual.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

June 7, 2022 - December 31, 2022

NESTEGG

RIA
CRD#: 312437
MEAD, CO

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 1/11/2020
Uniform Investment Adviser Law Examination

Current Firm

NE
NESTEGG
NEST EGG | NESTEGG | NEST EGG APP | NEST EGG ADVISORS, INC

CRD#: 312437 / SEC#: 801-121576

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Contact information

Main Address
Mead, CO
Mailing Address
Phone number
(704) 931-8434
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Part 2 Brochures

NEST EGG ADVISORS, INC. FORM CRS (3/31/2022)
NEST EGG ADVISORS, INC. FORM ADV PART 2B - G.NELSON (3/31/2022)
NEST EGG ADVISORS, INC. FORM ADV PART 2A (3/31/2022)
NEST EGG ADVISORS, INC. WRAP PROGRAM BROCHURE (3/31/2022)
0

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

NESTEGG

CRD#: 312437

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