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John Nelson profile image

John Nelson

Director of Business Development at FactRight, LLC
Intro Book
Seasoned financial professional with 13+ years of experience in wealth management and alternative investments.
  • Claim this Profile
Location
Six Mile, South Carolina, United States, US
Skills
  • Alternative Investments
  • Series 7
  • Investments
  • Securities
  • Series 63
  • Show all
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Bio

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John Nelson is a seasoned financial professional with 13+ years of experience in wealth management, asset allocation, and alternative investments. He has held various roles, including Director of Business Development, Business Development Manager, Financial Advisor, Managing Director, and Regional Vice President. He specializes in customized, client-focused wealth management strategies and has expertise in securities, mutual funds, real estate, and retirement planning. He has worked for prominent companies, including FactRight, LLC, Benjamin F. Edwards & Co., L&S Advisors, Inc., and Provasi Capital Partners. John holds relevant certifications, such as Series 7 and Series 63, and is based in Six Mile, South Carolina.

Experience

  • FactRight, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Director of Business Development
      • Jan 2023 - Present

    • Business Development Manager
      • Sep 2019 - Feb 2024

  • Benjamin F. Edwards & Co.
    • 1305 Lamar Ave
    • Financial Advisor
      • Feb 2018 - Jun 2019
      • 1305 Lamar Ave

      Specializing in all aspects of customized, client-focused and individual wealth management strategies. My goal is to help individuals and small businesses make informed investment decisions by offering streamlined financial advice that’s presented in a way that’s clear realistic and results-driven.The backbone of this success is being able to provide the tools and insight necessary to help guide you in pursuing and sustaining your financial future.

  • L&S Advisors, Inc.
    • Greater Denver Area
    • Managing Director
      • May 2017 - Jan 2018
      • Greater Denver Area

      18 years in the financial services industry successfully raising capital for investment companies and asset managers. As Managing Director, I represent the company to Broker Dealers, RIA’s and financial advisors to raise capital, service and provide timely information on their invested assets, present business building ideas, as well as educate and support both my advisors and their clients with specialized investment and asset management solutions. My services include marketing resources, asset allocation education, market updates, product and portfolio consulting.

  • Provasi Capital Partners
    • Mountain
    • Regional Vice President
      • 2004 - May 2017
      • Mountain

      As Regional Vice President, I represent the company in my territory to partner with financial advisors to raise capital, service and provide timely information on their invested assets, present business building ideas, as well as educate and support both my advisors and their clients with specialized alternative investment and asset management solutions. My services include marketing resources, asset allocation education, market updates, product and portfolio consulting.

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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