Eric Nelson is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with SERVO WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SERVO WEALTH MANAGEMENT LLC | 2012-01-24 | present | Yes |
| EQUIUS PARTNERS, INC. | 2009-02-23 | 2012-01-13 | — |
| EXENCIAL WEALTH ADVISORS | 2008-03-07 | 2009-02-06 | — |
| CHARLES SCHWAB & CO., INC. | 2002-08-29 | 2007-12-21 | — |