Grant James Nelson
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$138.7BFirm assets
Are you Grant James Nelson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Oct 2020 to now
- Cambridge Investment Research, Inc.Oct 2020 to now
- Financial Partners of Louisiana, LLCOct 2020 to now
- Northwestern Mutual Wealth Management CompanyJan 2019 to Sep 2020
- Northwestern Mutual Investment Services LLCNov 2016 to Sep 2020
- Northwestern Mutual Life Insurance CompanyJun 2016 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 6629132
- Firm CRD
- 134139