Linda C. Nelson

FREYA FINANCIAL SERVICES

Lexington, MA 02420

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CRD#: 872307

Professional summary

Linda Colleen Nelson, CFP®, who also goes by Linda Nelson Homsey, is a registered financial advisor currently at FREYA FINANCIAL SERVICES located in Lexington, Massachusetts.

Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Linda has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Linda Nelson Homsey

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 Linda Colleen 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®

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

January 1, 1998 - Present

FREYA FINANCIAL SERVICES

Office #1: 15 Depot Square Suite 2, Lexington, MA 02420

RIA

CRD#: 129263

Lexington, MA

Past

February 20, 2002 - June 20, 2002

FINANCIAL WEST GROUP

CRD#: 16668

RENO, NV

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

Massachusetts
(1/1/1998)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/4/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/19/2002

General Securities Representative Examination

Current Firm

FREYA FINANCIAL SERVICES

FREYA FINANCIAL SERVICES | LINDA COLLEEN NELSON | HOMSEY, LINDA NELSON

CRD#: 129263 / SEC#:

Massachusetts

Registered Investment Advisory firm - (1/1/1998 Approved)

Virginia

Registered Investment Advisory firm - (7/25/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

15 Depot Square Suite 2, Concord, MA 02420

Mailing Address

Phone number

(781) 756-9992

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	64
AUM (Assets Under Management)	$ 22,300,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Linda C. Nelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Colleen Nelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FREYA FINANCIAL SERVICES

FINANCIAL WEST GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 3/4/2002

Series 7

Date: 2/19/2002

Current Firm

FREYA FINANCIAL SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FREYA FINANCIAL SERVICES

TRUST BUT VERIFY

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