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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

TitleManaging Member/President/Chief Compliance Officer
Ownership25-50%
Control personYes
Since2002
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