WR
William Robert Nelson
CRD 4797755
Firms
| Firm | Role | As of |
|---|---|---|
| Financial Gravity Asset Management, Inc. | Registered representative | 07/20/2026 |
| Financial Gravity Family Office Services, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Financial Gravity Asset Management, Inc.
Cio · Less than 5% · Dec 2024
-
Financial Gravity Family Office Services, Llc
Member · GP / trustee / elected manager · Dec 2024
-
Freedom Investment Management, Inc.
Shareholder · 25% – 50% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗