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Paladin Research Report For:

Eric Nelson

Independence Wealth

CEPA®, CFP®
221 Laurel Road
Suite 180
Voorhees, NJ 08043
856-229-9295

About Eric Nelson

Becoming a financial advisor helped me achieve two lifelong goals: helping others and pursuing a passion for personal finance. I proudly serve as a sounding board, educator, and expert advisor to my clients. Throughout the advisory process with my clients, I am involved in decisions about their career, business, and other personal matters. I am honored to do so, and never take my involvement in their lives for granted.

The biggest reward for me comes when I am able to see my clients meet their goals - helping their grandkids pay for college, maintaining their lifestyle during retirement, having the ability to travel, and more.

I have a Bachelors degree in Finance and Economics from Rutgers University and am married to my high school sweetheart. I enjoy traveling and spending time with family.

See Disclosures

General Information

Firm Start Year
  • 2018
No. of Employees
  • 2-4
automated call
  • Yes
CRD#
  • 5885266
Firm CRD#
  • 297032
Name of Custodial Firm
  • Fidelity
Years of Experience in Financial Services
  • 12
Number of Years with Current Firm
  • 6
Work Experience
  • CERTIFIED FINANCIAL PLANNER" (CFP®)

    Certified Exit Planning Advisor (CEPA®)

    https://www.linkedin.com/in/erictnelson/
Work with the following types of clients
  • Business Owners, Individual Investors
Advisory Services Provided
  • Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CEPA®, CFP®
Securities Licenses
  • Series 66
Insurance and Annuity Licenses
  • Long Term Care, Life, Disability

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $500,000
Compensation Methods
  • Based on Assets, Flat Fee

Education

Bachelors of Science - Finance

Rutgers University
09/01/2008 -05/31/2012

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892123/paladinregistry-Independence-Wealth-detailed-disclosure.html

Disclaimer

Independence Wealth Advisory Services LLC ("IWAS") is a registered investment adviser offering advisory services in the State of New Jersey and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by IWAS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of IWAS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.