1525 Evans City Road, Evans City, PA, 16033
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Daniel is a general partner in the Nelson Lamposki Family LTD Partnership, overseeing investments and taxes, which takes minimal time. He is also a co-owner of Nelson Financial Services, his advisory and insurance practice, dedicating nearly full-time hours, and an agent providing fixed insurance through Underwriters Brokerage, spending a few hours per week. Finally, he is a board member of Nelson Charitable Foundation, spending minimal time.