Unclaimed Profile

Lance Aaron Wexler

NEXUS WEALTH ADVISORS, LLC·SANTA CRUZ, California

Series 6, Series 7, Series 63, Series 66Clean record16 years registeredNEXUS WEALTH ADVISORS, LLC

365-B LAKE AVENUE, SANTA CRUZ, CA 95062CRD# 2543364Firm CRD# 307230

Profile Verification

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

Identity

Lance Aaron Wexler · SANTA CRUZ, CA

Registration

CRD #2543364 · NEXUS WEALTH ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Jan 2023 – present

NEXUS WEALTH ADVISORS

May 2020 – Feb 2023

SANTA CRUZ, CA

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Feb 2017 – Jun 2020

SANTA CRUZ, CA

NEXUS WEALTH ADVISORS, LLC

Aug 2013 – Jan 2018

SANTA CRUZ, CA

WADDELL & REED

Jun 2010 – Sep 2013

CAMPBELL, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · June 24, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEXUS WEALTH ADVISORS, LLC

CRD 307230 · SEC 801-118158

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by NEXUS WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NEXUS WEALTH ADVISORS, LLC →

Introduction

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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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