Unclaimed Profile

Gloria Sue Nelund

TRILINC GLOBAL ADVISORS, LLC·MANHATTAN BEACH, California

Series 7, Series 24, Series 63, Series 65Clean record25 years registeredTRILINC GLOBAL ADVISORS, LLC

1230 ROSECRANS AVE, MANHATTAN BEACH, CA 90266CRD# 2192452Firm CRD# 285161

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gloria Sue Nelund · MANHATTAN BEACH, CA

Registration

CRD #2192452 · TRILINC GLOBAL ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRILINC GLOBAL ADVISORS, LLC

TRILINC ADVISORS, LLC

Jan 2014 – Dec 2021

MANHATTAN BEACH, CA

DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC.

Jun 2001 – Sep 2005

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 13, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRILINC GLOBAL ADVISORS, LLC

CRD 285161 · SEC 801-108382

AUM

$220M

Regulatory assets under management

Employees

9 client accounts

Services offered by TRILINC GLOBAL ADVISORS, LLC

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at TRILINC GLOBAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Gloria Sue Nelund offer?

Gloria Sue Nelund specializes in Retirement Planning, Wealth Management.

What are Gloria Sue Nelund's credentials?

Gloria Sue Nelund is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gloria Sue Nelund located?

Gloria Sue Nelund is based in MANHATTAN BEACH, California, last registered with TRILINC GLOBAL ADVISORS, LLC.

How does Gloria Sue Nelund charge for services?

Gloria Sue Nelund's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRILINC GLOBAL ADVISORS, LLC?

TRILINC GLOBAL ADVISORS, LLC has approximately 32 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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