Emily Bost Nilsson

Current Employers

Employment History

• 06/2010 → 03/2021
  Pacific Southwest Financial
  La Jolla, CA
• 06/2015 → 03/2021
  Calton & Associates, Inc
  La Jola, CA
• 07/2010 → 03/2021
  Superior Planning, Inc.
  San Diego, CA
• 03/2021 → 06/2022
  Facet Wealth
  San Diego, CA
• 05/2022 → Present
  Brava Financial, Llc
  San Diego, CA
• 10/2023 → 12/2024
  Advice Only Planners, Pbc
  San Diego, CA

Previous Registrations

• 2021-03-23 → 2022-07-06
  Facet
  San Diego, CA
  West Palm Beach, FL
• 2015-06-02 → 2021-03-05
  Calton & Associates, Inc.
  San Diego, CA
  Carlsbad, CA
  Huntington Beach, CA
• 2012-06-04 → 2016-02-22
  Capital Analysts
  La Jolla, CA
• 2012-06-01 → 2015-06-02
  Lincoln Investment
  San Diego, CA
  Woodland Hills, CA
  Lajolla, CA
• 2010-08-09 → 2012-06-01
  Cincinnati Analysts, Inc.
  La Jolla, CA
• 2009-07-02 → 2010-07-07
  Msi Financial Services, Inc.
  San Diego, CA
• 2008-07-31 → 2009-06-26
  Signator Investors, Inc.
  San Diego, CA
  Irvine, CA
• 2002-10-14 → 2006-12-31
  John Hancock Distributors Llc
  Boston, MA
  San Diego, CA
  Boston, MA

Other Businesses

Kelly Nilsson, from time to time, may speak at events such as industry conferences or events. Kelly Nilsson may receive compensation for these engagements including other benefits such as free attendance, and reimbursement of food and travel expenses. These events are not targeted to advisory clients or for the solicitation of advisory clients. This outside activity does not take up more than 10% of Kelly Nilsson's time or income.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-11
• S63 Uniform Securities Agent State Law Examination
  1993-03-16

Designations

Other Names

• Kelly B Nilsson
• Emily Kelly Bost
• Emily Kelly Nilsson
• Emily K Bost