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Paula Genevieve Nelson

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC·INDIANAPOLIS, Indiana
SIE, Series 6, Series 26, Series 63Clean recordGLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
10 WEST MARKET STREET, INDIANAPOLIS, IN 46204CRD# 2015528Firm CRD# 167429

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paula Genevieve Nelson · INDIANAPOLIS, IN
Registration
CRD #2015528 · GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
CRD 167429 · SEC 801-78132
AUM
$2.9B
Regulatory assets under management
Employees
15
16 client accounts
Services offered by GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
Per Form ADV
Portfolio management (pooled investments)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC →
Introduction

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04

Frequently Asked Questions

What services does Paula Genevieve Nelson offer?
Paula Genevieve Nelson specializes in Investment Management, Fee-Only Advisory. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Paula Genevieve Nelson's credentials?
Paula Genevieve Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paula Genevieve Nelson located?
Paula Genevieve Nelson is based in INDIANAPOLIS, Indiana, working with GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Paula Genevieve Nelson charge for services?
Paula Genevieve Nelson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC?
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC has approximately 15 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

Eric David Todd
INDIANAPOLIS, IN
CFA
Robert Michael Arena
INDIANAPOLIS, IN
Michael A Reardon
INDIANAPOLIS, IN

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