Adviser and broker representative · Independent Advisor Alliance, LLC
Nelson R. Larson
CRD 8019577 · Oregon City, OR
At a glance
Nelson R. Larson is an investment adviser representative with Independent Advisor Alliance, LLC in Oregon City, OR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Nelson’s SEC record dates to 2025, about 1 years ago. Nelson is also registered as a broker representative.
Current advisory firm
- Independent Advisor Alliance, LLCSince August 2025Oregon City, OR · $17B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Nelson’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.