Craig Nelson

from Epic Trust Investment Advisors LLC
SEC regulated
Regulated Investment Advisor
Craig Nelson is a financial advisor based in Washington, Richland, with 11 years of experience. Craig currently works for Epic Trust Investment Advisors LLC. Craig maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Craig Nelson works at Epic Trust Investment Advisors LLC
Epic Trust Investment Advisors LLC is a financial advisory firm based in Richland, Washington. It currently has approximately $216,554,841 of assets under management and employs about 6 people. Epic Trust Investment Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
23 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1305 Fowler Street, Suite 2c, Richland, Washington, 99352

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