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Frank L Nelson

Nelson Financial Planning Services, LLC

White Plains, MD

CRD 4537123

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Employer firm

Nelson Financial Planning Services, LLC CRD 120320

5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Nelson Financial Planning Services, Llc

White Plains, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-02-15
  • MD RA
    APPROVED
    Since 2022-02-15

Branch Locations

White Plains, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nelson Financial Planning Services, Llc White Plains MD 01/2012 Present
Other Businesses

Income Tax Preparation

Designations
  • Certified Financial Planner

View on SEC IAPD

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