Career history of Gordon Levi Nelson
Former positions of Gordon Levi Nelson
| Companies | Position | Start | End |
|---|---|---|---|
Keystone Wealth Advisors LLC
 Keystone Wealth Advisors LLC Investment ManagersFinance Keystone Wealth Advisors LLC (KWA) is an independent asset management firm headquartered in Logan, Utah. KWA was founded in 2011 and provides portfolio management services and financial planning services to individuals, high-net worth individuals, small businesses, trusts, and other entities. Portfolio management services can be provided for taxable and retirement accounts, such as IRAs that are self-directed. | Chief Executive Officer | 2011-04-30 | 2023-01-31 |
| Portfolio Manager-Equities | 2011-04-30 | 2023-01-31 | |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 2002-12-30 | 2002-12-30 |
Training of Gordon Levi Nelson
| Utah State University | Graduate Degree |
Statistics
International
| United States | 4 |
Operational
| Graduate Degree | 1 |
| Corporate Officer/Principal | 1 |
| Chief Executive Officer | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
| Merrill Lynch & Co., Inc. | Finance |
Keystone Wealth Advisors LLC
Keystone Wealth Advisors LLC Investment ManagersFinance Keystone Wealth Advisors LLC (KWA) is an independent asset management firm headquartered in Logan, Utah. KWA was founded in 2011 and provides portfolio management services and financial planning services to individuals, high-net worth individuals, small businesses, trusts, and other entities. Portfolio management services can be provided for taxable and retirement accounts, such as IRAs that are self-directed. | Finance |
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