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Gordon Levi Nelson

KEYSTONE WEALTH ADVISORS, LLC·LOGAN, Utah
Unclaimed Profile
595 S. RIVERWOODS PKWY, LOGAN, UT 84321CRD# 2982767Firm CRD# 158234
01

About

Gordon Levi Nelson is a registered financial advisor based in LOGAN, Utah, affiliated with KEYSTONE 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
KEYSTONE WEALTH ADVISORS, LLC
KEYSTONE WEALTH ADVISORS
AUM
$32M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at KEYSTONE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2982767
Firm CRD# 158234
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gordon Levi Nelson offer?
Gordon Levi Nelson specializes in Financial Planning, Investment Management. Contact their office in LOGAN, Utah for a consultation.
What are Gordon Levi Nelson's credentials?
Gordon Levi Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gordon Levi Nelson located?
Gordon Levi Nelson is based in LOGAN, Utah, working with KEYSTONE WEALTH ADVISORS, LLC. Their office serves clients in the LOGAN metropolitan area and surrounding communities.
How does Gordon Levi Nelson charge for services?
Gordon Levi Nelson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEYSTONE WEALTH ADVISORS, LLC?
KEYSTONE WEALTH ADVISORS, LLC has approximately 3 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LOGAN
James Don Vanderbeek — KEYSTONE WEALTH ADVISORS, LLCM. Mary Sinnott — SURGICAL FRONTIERS SERIES I, LLCSteven Craig Adams — CACHETECHPaul William Fraser — ADAMS WEALTH MANAGEMENT LLCTyler Jay Vanderbeek — KEYSTONE WEALTH ADVISORS, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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