Phillip Nelson is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with PERSIUM ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PERSIUM ADVISORS, LLC | 2026-06-09 | present | Yes |
| FERGUSON SHAPIRO LLC | 2024-04-22 | 2026-05-01 | — |
| MEADOW CREEK WEALTH ADVISORS, LLC | 2018-08-13 | 2024-04-01 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2013-05-14 | 2018-08-14 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2005-01-03 | 2013-04-29 | — |