DN
DN

Daniel Alexander Nelson

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
5,283 clients
Average Client Portfolio
$419K average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$50K
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Location

1525 Evans City Road, Evans City, PA, 16033

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

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.

Employment History
Current Registrations
International Assets Investment Management, LLC
March 2017 - Present · 8 yrs 11 mos
International Assets Advisory, LLCBroker
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
LPL Financial LLC
May 2016 - March 2017 · 10 mos
LPL Financial LLCBroker
May 2016 - March 2017 · 10 mos
LPL Financial LLC
November 2009 - May 2016 · 6 yrs 6 mos
LPL Financial LLCBroker
October 2009 - May 2016 · 6 yrs 7 mos
State Registrations25 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.