WILLIAM ROBERT NELSON is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with FINANCIAL GRAVITY ASSET MANAGEMENT, INC., FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC | 2021-09-22 | present | Yes |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 2019-12-04 | present | Yes |
| FORTA FINANCIAL GROUP, INC. | 2018-01-18 | 2021-10-04 | — |
| FREEDOM INVESTMENT MANAGEMENT, INC. | 2004-05-04 | 2018-02-06 | — |