NELSON SECURITIES,INC. of SPOKANE, WA is an SEC-registered investment adviser (CRD 14377). Regulatory assets under management: $272.0M.
Compensation: % of AUM.
Clients served: High net worth, Corporations.
| Name | Role | Location |
|---|---|---|
| Patrick Kevin Donahue | TREASURER, CFO | — |
| Robert Owen Jr Nelson | PRESIDENT, CEO | — |
| Shyla Suzanne Gibson | CHIEF COMPLIANCE OFFICER | — |
| NELSON ROBERT OWEN | PRESIDENT, CEO, CCO, DIRECTOR; PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, DIRECTOR | — |
| DONAHUE PATRICK KEVIN | TREASURER, CFO | — |
| NELSON ROBERT OWEN JR | PRESIDENT, CEO | — |
| GIBSON SHYLA SUZANNE | CHIEF COMPLIANCE OFFICER | — |