Broker Check

Background

Nelson Securities, Inc. is a full-service Broker Dealer and Registered Investment Advisor headquartered in the Pacific Northwest offering a vast array of investment services to both individuals and institutions on a national basis.

Founded in 1983 by Robert O. Nelson, Nelson Securities prides itself in its ability to help investors identify and achieve their investment goals. Whether you are looking for full-time investment management, assistance in managing your own portfolio, tax-advantaged investments, or risk protection in the form of term-life and/or long-term care insurance, a Registered Investment Advisor Representative is ready to answer your questions.

While headquartered in Spokane, Washington, we have branch offices in San Diego, CA and Gainesville, FL and are registered for securities (mutual funds, stocks, etc), investment advisory services, variable annuities and insurance in most states across the country. ( See list of licenses )

Nelson Securities, Inc. has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur.

Nelson Securities, Inc. recognizes that customers have an expectation that Nelson and its affiliates will maintain the confidentiality of customer’s nonpublic personal information. As a result, Nelson has adopted a Privacy Policy concerning information that you provide and information that is obtained in servicing your account. In accordance with the Patriot Act, Nelson also employs a Customer ID Program.

Our web site is an extension of our customer service and not a substitute. Every client of Nelson Securities has a personal Registered Representative who conducts regular reviews to ensure your investment portfolio and insurance coverage stay consistent with your objectives and risk management needs. Individual and institutional investors have placed more than $285 million dollars (As of 5/31/18) with Nelson Securities, Inc. 

These days, the financial markets are increasingly complex and having an ally you can depend on in the good times and the difficult, is vitally important. We welcome the opportunity to help you succeed in your financial journey.

Nelson Securities, Inc. is embodied by its corporate office in Spokane, WA, and our satellite offices in Gainesville, FL, San Diego, CA. Feel free to contact any of our offices for information or service.

Nelson Securities, Inc. Office Locations

Corporate Office

9718 N. Morton Court
Spokane, WA 99218 

Local (509) 838-1313 
Toll-Free (800) 345-7593 
FAX (509) 458-5578 

E-Mail [email protected]

Maps & Directions

California Office 

12250 El Camino Real, Suite 165 
San Diego, CA 92130 

Local (858) 362-3200
Toll-Free (888) 536-3346
FAX (858) 362-3203 

E-Mail [email protected] 

Maps & Directions

Florida Office

4703 NW 53rd Ave., Suite B-4 
Gainesville, FL 32653 

Local (352) 415-2096 
Toll-Free (800) 934-2909
FAX (352) 415-2099 

E-Mail   [email protected]

Maps & Directions