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***If you are trying to reach Rob Ext 211, Rick Ext 218, Scott Ext 217, Carmel Ext 157 or Ann Ext 223 in our San Diego office, please call our Main 800-345-7593 and enter their extension. We are experiencing a temporary phone system issue in San Diego. You can reach them by email as well. We hope to have this resolved shortly, and appreciate your patience.***

Welcome to Nelson Securities, Inc.

Welcome to Nelson Securities, Inc.

Nelson Securities was founded in 1983 and is headquartered in
the Pacific Northwest, with a branch office in San Diego, CA. We are committed to helping you improve your long-term financial success.

Who We Are

Years of experience have prepared us to guide you through your life transitions.

What We Do

We create strategies that are tailored to your needs and goals.

Why We Do It

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.


Experienced Professionals 

Experienced Professionals 

Nelson Securities has been serving our clients across the country for more than three decades. Our experienced team of professionals explain the "whys" behind the planning process, and help people gain the clarity and confidence to pursue their long-term goals. It's important for us to learn about a person's values, goals, dreams, and ambitions before we suggest any approach.

We can help you address your needs of today and for many years to come. Investing is a long-term process that takes patience and discipline in order to see those seeds planted early on grow to fruition and reach one’s goals. We look forward to working with you.

Give us a call today to discuss your situation 800-345-7593

Learn more

Quicklinks


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      Amid volatility and uncertainty, stocks finish mostly flat in May; June Update



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