Unclaimed Profile

Lance Aaron Wexler

NEXUS WEALTH ADVISORS, LLC·SANTA CRUZ, California

Clean recordNEXUS 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NEXUS WEALTH ADVISORS, LLC

NEXUS WEALTH ADVISORS

AUM

—

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2543364

Firm CRD# 307230

View on FINRA BrokerCheck →

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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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