Nelson & Nelson Wealth Management Joins Commonwealth Financial Network®
Waltham, MA (October 27, 2014)—Commonwealth Financial Network® today announces the addition of Nelson & Nelson Wealth Management of Camarillo, California, to its network of independent financial advisors. Formerly affiliated with LPL Financial, Lance Nelson, ChFC®, brings with him $92 million in client assets.
Nelson & Nelson Wealth Management is an independent financial firm that has been helping clients establish and maintain their long-term financial goals since 1988. Over the years, Nelson & Nelson has specialized in retirement planning and retirement distribution planning. The firm’s high-touch, personalized business approach has led to a loyal client base and strong, successful client relationships. For more information, visit www.nelsonwealth.com.
“We are pleased to welcome Nelson & Nelson Wealth Management to Commonwealth,” said Andrew Daniels, managing principal, business development. “We seek to partner with like-minded advisors who emphasize client service the way we do—and Lance Nelson and his team demonstrate that same commitment. We will provide the indispensable service and support that enables Lance to grow his business and focus on his clients.”
“Finding a broker/dealer who is as service-oriented as we are was a priority for us,” said Nelson. “At Commonwealth’s home office visit, we experienced first-class service from the beginning. It became abundantly clear that this was the broker/dealer we wanted on our side—we were taken care of like family. We find tremendous value in Commonwealth’s private ownership and feel that they have our best interests in mind.”
Nelson added, “Commonwealth’s impressive, highly integrated technology platform is valuable and hard to find anywhere else. It will surely add value to our day-to-day operations. The stance Compliance takes on helping our firm achieve its objectives is both favorable and refreshing.”
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Four Times in a Row.” The firm supports more than 1,487 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.
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