JAMES MARION NELSON is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with REALTA INVESTMENT ADVISORS, INC.
| Firm | From | To | Current |
|---|---|---|---|
| REALTA INVESTMENT ADVISORS, INC | 2022-09-12 | present | Yes |
| KALOS MANAGEMENT | 2018-11-01 | 2022-09-23 | — |
| LINEWEAVER WEALTH ADVISORS, LLC | 2015-03-13 | 2018-10-04 | — |
| SIGMA PLANNING CORPORATION | 2011-06-21 | 2015-03-05 | — |
| SIGNATOR INVESTORS, INC. | 2008-01-04 | 2008-10-17 | — |
| SPECTRUM ASSETS, INC. | 2004-10-25 | 2006-12-31 | — |