Robin Nelson, AAMS®

Robin Nelson, AAMS®

Business Manager & Wealth Advisor

Educational Background:

  • 1982; University of California, Santa Barbara; B.S. Business Economics

Business Background:

  • 03/2006 – Present - Solano Wealth Management, Inc.; Business Manager
  • 10/2007 – Present - LPL Financial; Wealth Advisor
  • 08/2004 – 03/2006 - LaPlant Financial Services; Administrative Assistant

Exams, Licenses & Other Professional Designations:

  • 08/2010 – Accredited Assets Management Specialist®
  • 10/2007 – Series 66, held at LPL Financial
  • 10/2007 – Series 7, held at LPL Financial
  • 01/2008 – California Life & Health Insurance - CA Insurance Lic# 0F97317