David Lee Nelson
Investment adviser representative at Daniels & Erickson Financial Advisors, LLC
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$213.6MFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Daniels & Erickson Financial Advisors, LLCJan 2002 to now
- Daniels & Erickson, PcNov 2001 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Daniels & Erickson Financial Advisors, LLC
$213.6MAssets managed
65Clients
3Advisers
19 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
- 4515825
- Firm CRD
- 119687