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Nancy Carol Nelson

NANCY C. NELSON & ASSOCIATES INC·OLYMPIA, Washington
Clean recordNANCY C. NELSON & ASSOCIATES INC
5326 110TH AVENUE SW, OLYMPIA, WA 98512CRD# 4409680Firm CRD# 109201

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nancy Carol Nelson · OLYMPIA, WA
Registration
CRD #4409680 · NANCY C. NELSON & ASSOCIATES INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nancy Carol Nelson is a registered financial advisor based in OLYMPIA, Washington, affiliated with NANCY C. NELSON & ASSOCIATES INC. 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
Introduction

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03

Firm Overview

Firm
ADVISORS CRYPTO, INC.
ADVISORS CRYPTO, INC.
AUM
$17M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ADVISORS CRYPTO, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4409680
Firm CRD# 109201
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nancy Carol Nelson offer?
Nancy Carol Nelson specializes in Financial Planning, Investment Management. Contact their office in OLYMPIA, Washington for a consultation.
What are Nancy Carol Nelson's credentials?
Nancy Carol Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Carol Nelson located?
Nancy Carol Nelson is based in OLYMPIA, Washington, working with NANCY C. NELSON & ASSOCIATES INC. Their office serves clients in the OLYMPIA metropolitan area and surrounding communities.
How does Nancy Carol Nelson charge for services?
Nancy Carol Nelson'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 NANCY C. NELSON & ASSOCIATES INC?
NANCY C. NELSON & ASSOCIATES INC has approximately 2 employees and manages $17M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NANCY C. NELSON & ASSOCIATES INC

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Daniel Clyde Fender
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