Emmarina Laurel Nelson
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
11 yearsExperience
2 statesRegistered in
$12.8BFirm assets
26 yearsFirm 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 feeCommissions
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.
- Emmarina NelsonFeb 2020 to now
- United Planners' Financial Services of America a Limited PartnerJun 2019 to now
- Oregon Pacific Financial Advisors, IncOct 2020 to Dec 2024
- Royal Standley, IncJun 2019 to Oct 2025
- Red Door Property ManagementAug 2017 to Sep 2019
- Summit Brokerage ServicesNov 2015 to Mar 2019
- Leone Holden - Cpa, LLCSep 2015 to Oct 2019
- Craterian Performances CompanyJan 2013 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 6019473
- Firm CRD
- 20804