Unclaimed Profile

Steven Robert Nelson

CAPINSIGHTS PARTNERS, LLC·GREENSBORO, North Carolina

Clean recordCAPINSIGHTS PARTNERS, LLC

1250 REVOLUTION MILL DR, GREENSBORO, NC 27405CRD# 5081074Firm CRD# 327448

Profile Verification

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

Identity

Steven Robert Nelson · GREENSBORO, NC

Registration

CRD #5081074 · CAPINSIGHTS PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Steven Robert Nelson is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with CAPINSIGHTS PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

CAPINSIGHTS PARTNERS, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPINSIGHTS PARTNERS, LLC →

Services

Other

Background

Compensation

Other: CONSULTING FEES

Regulatory

SEC/IARD CRD# 5081074

Firm CRD# 327448

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Robert Nelson offer?

Steven Robert Nelson is a registered financial advisor in GREENSBORO, North Carolina. Contact their office for details on services offered.

What are Steven Robert Nelson's credentials?

Steven Robert Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Robert Nelson located?

Steven Robert Nelson is based in GREENSBORO, North Carolina, working with CAPINSIGHTS PARTNERS, LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.

How does Steven Robert Nelson charge for services?

Steven Robert Nelson's firm is compensated through other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPINSIGHTS PARTNERS, LLC?

CAPINSIGHTS PARTNERS, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.

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