John Nelson

John Nelson Email and Phone Number

Director of Business Development at FactRight, LLC @ FactRight, LLC
eden prairie, minnesota, united states
John Nelson's Location
Six Mile, South Carolina, United States, United States
John Nelson's Contact Details

John Nelson personal email

n/a
About John Nelson

Specializing in customized investment strategies, financial planning and wealth management. My goal is to help individuals and small businesses make informed investment decisions by offering streamlined financial advice that’s clear, realistic and results-driven.The backbone of this success is being able to provide the tools and insight necessary to help guide you in pursuing and sustaining your financial future.

John Nelson's Current Company Details
FactRight, LLC

Factright, Llc

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Director of Business Development at FactRight, LLC
eden prairie, minnesota, united states
Website:
factright.com
Employees:
24
John Nelson Work Experience Details
  • Factright, Llc
    Director Of Business Development
    Factright, Llc Jan 2023 - Present
    Greenville-Spartanburg-Anderson, South Carolina Area
  • Factright, Llc
    Business Development Manager
    Factright, Llc Sep 2019 - Feb 2024
    Greater Denver Area
  • Benjamin F. Edwards & Co.
    Financial Advisor
    Benjamin F. Edwards & Co. Feb 2018 - Jun 2019
    1305 Lamar Ave
    Specializing in all aspects of customized, client-focused and individual wealth management strategies. My goal is to help individuals and small businesses make informed investment decisions by offering streamlined financial advice that’s presented in a way that’s clear realistic and results-driven.The backbone of this success is being able to provide the tools and insight necessary to help guide you in pursuing and sustaining your financial future.
  • L&S Advisors, Inc.
    Managing Director
    L&S Advisors, Inc. May 2017 - Jan 2018
    Greater Denver Area
    18 years in the financial services industry successfully raising capital for investment companies and asset managers. As Managing Director, I represent the company to Broker Dealers, RIA’s and financial advisors to raise capital, service and provide timely information on their invested assets, present business building ideas, as well as educate and support both my advisors and their clients with specialized investment and asset management solutions. My services include marketing resources, asset allocation education, market updates, product and portfolio consulting.
  • Provasi Capital Partners
    Regional Vice President
    Provasi Capital Partners 2004 - May 2017
    Mountain
    As Regional Vice President, I represent the company in my territory to partner with financial advisors to raise capital, service and provide timely information on their invested assets, present business building ideas, as well as educate and support both my advisors and their clients with specialized alternative investment and asset management solutions. My services include marketing resources, asset allocation education, market updates, product and portfolio consulting.

John Nelson Skills

Alternative Investments Series 7 Investments Securities Series 63 Mutual Funds Real Estate Asset Allocation Retirement Planning Investment Strategies Wealth Management Series 65 Due Diligence Reit Investment Properties Investment Advisory Retirement Finra Capital Markets Valuation

Frequently Asked Questions about John Nelson

What company does John Nelson work for?

John Nelson works for Factright, Llc

What is John Nelson's role at the current company?

John Nelson's current role is Director of Business Development at FactRight, LLC.

What is John Nelson's email address?

John Nelson's email address is jo****@****ght.com

What skills is John Nelson known for?

John Nelson has skills like Alternative Investments, Series 7, Investments, Securities, Series 63, Mutual Funds, Real Estate, Asset Allocation, Retirement Planning, Investment Strategies, Wealth Management, Series 65.

Who are John Nelson's colleagues?

John Nelson's colleagues are Ashley Hunecke, Jim Clark, Cfa, John Paliotta, Steve Fischer, Bethany Sweet, Sophie Von Feilitzsch-Hanley, Kemp H. Hanley, Cpa, Cfa.

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