Private Wealth Advisor
Current
Nelson & Nelson Wealth Management
Aug 1988 - Present
AeroLeads people directory · profile
Lance Nelson, Chfc Email & Phone Number
Wealth Advisor: Nelson & Nelson Wealth Management
at
Nelson & Nelson Wealth Management
1 work email found
@lpl.com
2 phones found area 805
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Nelson & Nelson Wealth Management
Role
Wealth Advisor: Nelson & Nelson Wealth Management
Location
Camarillo, California, United States
Who is Lance Nelson, Chfc? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Lance Nelson, Chfc is listed as Wealth Advisor: Nelson & Nelson Wealth Management at Nelson & Nelson Wealth Management, based in Camarillo, California, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 805, and a matched LinkedIn profile for Lance Nelson, Chfc.
Lance Nelson, Chfc previously worked as Private Wealth Advisor at Nelson & Nelson Wealth Management and Wealth Advisor at Nelson & Nelson Wealth Management. Lance Nelson, Chfc holds Chartered Financial Consultant, Financial Planning And Services from The American College.
Company email context
Email format at Nelson & Nelson Wealth Management
This section adds company-level context without repeating Lance Nelson, Chfc's masked contact details.
*@lpl.com
68% confidence
AeroLeads found 1 current-domain work email signal for Lance Nelson, Chfc. Compare company email patterns before reaching out.
Profile bio
About Lance Nelson, Chfc
Lance Nelson is a Registered Representative and Investment Advisor Representative with/and offers securities and advisory services through Commonwealth Financial Network, member www.finra.org/www.sipc.comThis communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements.CA Insurance License #0770599Office: 400 W. Ventura Blvd, Suite 215, Camarillo, CA 93010Phone: 805-482-2303Please review our Terms of Use: www.commonwealth.com/termsofuse.html
Listed skills include Finra, Wealth, Financial Services, Wealth Management, and 7 others.
Current workplace
Lance Nelson, Chfc's current company
Company context helps verify the profile and gives searchers a useful next step.
Nelson & Nelson Wealth Management
2 roles
Lance Nelson, Chfc work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Current
Nelson & Nelson Wealth Management
Financial Advisory
Jul 1988 - Present
2 education records
Lance Nelson, Chfc education
Chartered Financial Consultant, Financial Planning And Services
Bachelor'S Degree, Finance
FAQ
Frequently asked questions about Lance Nelson, Chfc
Quick answers generated from the profile data available on this page.
What company does Lance Nelson, Chfc work for?
Lance Nelson, Chfc works for Nelson & Nelson Wealth Management.
What is Lance Nelson, Chfc's role at Nelson & Nelson Wealth Management?
Lance Nelson, Chfc is listed as Wealth Advisor: Nelson & Nelson Wealth Management at Nelson & Nelson Wealth Management.
What is Lance Nelson, Chfc's email address?
AeroLeads has found 1 work email signal at @lpl.com for Lance Nelson, Chfc at Nelson & Nelson Wealth Management.
What is Lance Nelson, Chfc's phone number?
AeroLeads has found 2 phone signal(s) with area code 805 for Lance Nelson, Chfc at Nelson & Nelson Wealth Management.
Where is Lance Nelson, Chfc based?
Lance Nelson, Chfc is based in Camarillo, California, United States while working with Nelson & Nelson Wealth Management.
What companies has Lance Nelson, Chfc worked for?
Lance Nelson, Chfc has worked for Nelson & Nelson Wealth Management.
How can I contact Lance Nelson, Chfc?
You can use AeroLeads to view verified contact signals for Lance Nelson, Chfc at Nelson & Nelson Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Lance Nelson, Chfc attend?
Lance Nelson, Chfc holds Chartered Financial Consultant, Financial Planning And Services from The American College.
What skills is Lance Nelson, Chfc known for?
Lance Nelson, Chfc is listed with skills including Finra, Wealth, Financial Services, Wealth Management, Financial Advisory, Securities, Investment Advisory, and Mutual Funds.
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