Walter Vincent Nelson
Investment adviser representative at Cabin Advisors, LLC
11 yearsExperience
1 stateRegistered in
$220.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Kingsmont Capital, IncApr 2026 to now
- Cabin Advisors, LLCApr 2025 to now
- Cabin Securities, IncApr 2025 to now
- Arete Wealth Advisors LLCJul 2020 to Apr 2025
- Arete Wealth Management LLCJul 2020 to Apr 2025
- Park Avenue SecuritiesFeb 2019 to Jul 2020
- Guardian Life Insurance CompanyNov 2018 to Jul 2020
- Hope Loans International & Gfm MinistriesOct 2017 to Aug 2018
- Copiam Wealth Management, LLCMar 2017 to Nov 2018
- Texas Can AcademyMay 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cabin Advisors, LLC
$220.2MAssets managed
414Clients
16Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2275929
- Firm CRD
- 312547