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William Robert Nelson

Investment Adviser Representative at FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

Las Vegas, NVCRD #4797755Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
21 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 21 states
ArizonaCaliforniaColoradoFloridaIllinoisIndianaLouisianaMarylandMichiganMissouriNebraskaNevadaNew MexicoNew YorkNorth CarolinaOhioPennsylvaniaSouth CarolinaTexasVirginiaWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/9/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Financial Gravity Asset Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLCCurrent
9/22/2021 – Las Vegas, NV
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.Current
12/4/2019 – Las Vegas, NV
FORTA FINANCIAL GROUP, INC.
1/18/2018 – 10/4/2021Las Vegas, NV
EQIS CAPITAL MANAGEMENT
5/4/2004 – 2/6/2018San Rafael, CA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Robert Nelson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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