AN
Alan A. Nelson
MEASURED MONEY MANEUVERS
Solana Beach, CA
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CRD#: 7864430
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Professional summary
Alan A. Nelson is a registered financial advisor currently at MEASURED MONEY MANEUVERS located in Solana Beach, California.
Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Alan has worked at 1 firm and has passed the SIE exam.
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.
Alan Nelson works as a Program Manager for Viasat, Inc. This activity accounts for 35% of his time during trading hours. Alan Nelson volunteers to teach non-advisory related financial literacy courses. This activity takes place outside of trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Alan A. 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®
NoneExperience
Current
April 11, 2024 - Present
MEASURED MONEY MANEUVERS
RIA
CRD#: 329939
Solana Beach, CA
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
California(4/11/2024)
Current Firm
MM
MEASURED MONEY MANEUVERS
MEASURED MONEY MANEUVERS | MEASURED MONEY MANEUVERS, LLC | MEASURED MONEY MANEUVERS LLC
CRD#: 329939 / SEC#:
California
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Contact information
Main Address
Solana Beach, CA
Mailing Address
Phone number
(858) 432-9440
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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