Business Description |
| Nexus Financial Management is a fee-only independent Registered Investment Advisory firm providing unbiased investment management services. Our only objective is helping clients achieve their short and long term financial goals by implementing a disciplined investment strategy. |
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General Information |
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| Name of Custodial Firm: |
TD Ameritrade Institutional
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| States Willing to do Business in: |
All
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| Years of Experience in Financial Services: |
11
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| Number of Years with Current Firm: |
2
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Stocks, Exchange Traded Funds (ETFs), Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Registered Investment Advisor (RIA) (State or SEC)
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| Securities Licenses: |
Series 66, Series 7
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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Compensation & Fees |
| I am a fee-only financial professional: |
Yes
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| Compensation Methods: |
Based on Assets
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| Prepared By: |
Bryan Dudones |
| Most Recent Update: |
05/23/2008 |
