DN
Dana Nelson
from Bell Investment Advisors Inc
Dana Nelson is a financial advisor based in California, Oakland,
with 21 years of experience. Dana currently works for
Bell Investment Advisors Inc.
Dana maintains a S65 license (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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Dana Nelson works at Bell Investment Advisors Inc
Bell Investment Advisors Inc is a financial advisory firm based in Oakland, California. It currently has approximately $530,101,290 of assets under management and employs about 11 people. Bell Investment Advisors Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1111 Broadway, Suite 1630, Oakland, California, 94607
Advisor can help with
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