Nelson David Rinehart
Investment adviser representative at Mma Securities LLC
15 yearsExperience
1 stateRegistered in
CFADesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Marsh Mclennan AgencyApr 2023 to now
- Mma Securities LLCApr 2023 to now
- LPL Financial, LLCMay 2022 to Apr 2023
- Matthew MccormickFeb 2021 to Mar 2022
- Northwestern Mutual Investment Services, LLCFeb 2021 to Mar 2022
- PNC Financial ServicesJul 2017 to Feb 2021
- Nfp Advisor ServicesAug 2014 to Jun 2017
- Nfp Retirement, Inc.Jan 2011 to Jun 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NC).
Mma Securities LLC
$0Assets managed
10,839Clients
153Advisers
11 yearsIn 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
- 2617636
- Firm CRD
- 44254