Nelson Ivest Brokerage Services, Inc.
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 3002
- Registered since
- August 20, 1981
- Website
- www.linkedin.com
Firm profile
FINTRXOverview
Nelson Ivest Brokerage Services, Inc. is organized as a corporation and has been registered with the SEC since 1981. The firm's ownership is recorded as a combination of a domestic entity and individual ownership. It is categorized as unclassified in the provided data. The record indicates the firm does not function as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, newly formed adviser, pension consultant, or as having a related adviser relationship.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Joel Garris
President, CEOCRD 3142942
Chester Cowart
Relationship CoordinatorCRD 7465057
Zachary Keister
Relationship CoordinatorCRD 7465059
Contacts
3 of 6
Robert Field
Financial PlannerCRD 1581439
Andrew Ballentine
Financial PlannerCRD 4683797
Christina Lamb
Financial PlannerCRD 4752597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Winter Park, FL
Orange
Location
Winter Park, FL
Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 423 Country Club Dr
- Time zone
- ET (UTC-5)
- Office locations
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