David Lee Nelson
Managing Member/President/Chief Compliance OfficerDaniels & Erickson Financial Advisors, LLCCRD 4515825
About David Lee Nelson
David Lee Nelson is listed as Managing Member/President/Chief Compliance Officer at Daniels & Erickson Financial Advisors, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Daniels & Erickson Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David Lee Nelson work?
David Lee Nelson is listed as Managing Member/President/Chief Compliance Officer at Daniels & Erickson Financial Advisors, LLC on SEC Form ADV.
How much of Daniels & Erickson Financial Advisors, LLC does David Lee Nelson own?
Form ADV reports a beneficial ownership band of 25-50%.
Daniels & Erickson Financial Advisors, LLC
| Title | Managing Member/President/Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2002 |