Nelson Wealth Advisors

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

9121 Anson Way Ste 256, Raleigh, North C...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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ZI Rank
1
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1
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1

About Nelson Wealth Advisors

Nelson Wealth Advisors specializes in personalized financial planning and wealth management services, focusing on retirement, college planning, charitable giving, and estate planning. With over 30 years of experience, they aim to build lasting relationships with clients by providing tailored strategies that align with their values and goals. The firm is family-owned and emphasizes trust and integrity in their advisory services. Their mission is to empower clients to secure their financial future and leave a lasting legacy.Explore more
Nelson Wealth Advisors's Social MediaPopular SearchesNelson Wealth AdvisorsCetera Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Nelson Wealth Advisors Org Chart

PhoneEmail
LS
United States flag for contact location.

Manager, Branch Operations

PhoneEmail
AN
United States flag for contact location.

Manager, Branch Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Nelson Wealth Advisors

<$5M
1-10
Private
-
-
LS
Lisa SmithManager, Branch Operations
<$5M
1-10
Private
-
2007
PR
Patricia RiggleManaging Member
<$5M
1-10
Private
-
2002
ML
Michelle LamonicaManager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
EH
Emily HendryVice President, Client Experience
<$5M
1-10
Private
-
2006
MP
Mihai PetrascuFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Nelson Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Nelson Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Nelson Wealth Advisors.

Nelson Wealth Advisors Tech Stack

A closer look at the technologies used by Nelson Wealth Advisors

Top Finance Companies

Frequently Asked Questions Regarding Nelson Wealth Advisors

What is Nelson Wealth Advisors's official website?
Nelson Wealth Advisors's official website is www.nelsonwealthadvisors.com
What is Nelson Wealth Advisors's Revenue?
Nelson Wealth Advisors's revenue is <$5 Million
What is Nelson Wealth Advisors's SIC code?
Nelson Wealth Advisors's SIC: 62,628
What is Nelson Wealth Advisors's NAICS code?
Nelson Wealth Advisors's NAICS: 52,523
How many employees does Nelson Wealth Advisors have?
Nelson Wealth Advisors has 1-10 employees
What industry does Nelson Wealth Advisors belong to?
Nelson Wealth Advisors is in the industry of: Finance, Securities Trading
What is Nelson Wealth Advisors competition?
Nelson Wealth Advisors top competitors include: MIP Financial, UnionAdvantage Financial, Point Wealth Advisors, Riggle & Associates
What technology does Nelson Wealth Advisors use?
Some of the popular technologies that Nelson Wealth Advisors uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
What does Nelson Wealth Advisors do?

Nelson Wealth Advisors specializes in personalized financial planning and wealth management services, focusing on retirement, college planning, charitable giving, and estate planning. With over 30 years of experience, they aim to build lasting relationships with clients by providing tailored strategies that align with their values and goals. The fi... rm is family-owned and emphasizes trust and integrity in their advisory services. Their mission is to empower clients to secure their financial future and leave a lasting legacy.Read More

What are Nelson Wealth Advisors social media links?
Nelson Wealth Advisors Twitter page Nelson Wealth Advisors Facebook page
Is Nelson Wealth Advisors a public company?
Nelson Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Nelson Wealth Advisors

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