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Lance Aaron Wexler

NEXUS WEALTH ADVISORS, LLC·SANTA CRUZ, California
Unclaimed Profile
365-B LAKE AVENUE, SANTA CRUZ, CA 95062CRD# 2543364Firm CRD# 307230
01

About

Lance Aaron Wexler is a registered financial advisor based in SANTA CRUZ, California, affiliated with NEXUS WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NEXUS WEALTH ADVISORS, LLC
NEXUS WEALTH ADVISORS
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at NEXUS WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2543364
Firm CRD# 307230
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lance Aaron Wexler offer?
Lance Aaron Wexler specializes in Financial Planning, Investment Management. Contact their office in SANTA CRUZ, California for a consultation.
What are Lance Aaron Wexler's credentials?
Lance Aaron Wexler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lance Aaron Wexler located?
Lance Aaron Wexler is based in SANTA CRUZ, California, working with NEXUS WEALTH ADVISORS, LLC. Their office serves clients in the SANTA CRUZ metropolitan area and surrounding communities.
How does Lance Aaron Wexler charge for services?
Lance Aaron Wexler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEXUS WEALTH ADVISORS, LLC?
NEXUS WEALTH ADVISORS, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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