Primerica Advisors
43yrs
Top advisor by experience in West Chester
14yrs
Steven Nelson has worked in the financial industry for 14 years and is a financial advisor based in West Chester, Ohio. Steven has been with Primerica Advisors since 2012. Primerica Advisors offers investment management and is paid through a percentage of assets.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office9078 Union Centre Blvd Suite 350, West Chester, OH 45069
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2012 – nowPFS Investments Inc.Current firm
Contact Steven
Local office(513) 445-8534Ask for Steven. (833) 786-0550Main office · Duluth, GA 9078 Union Centre Blvd Suite 350West Chester, OH 45069Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Steven
Tailored to Steven’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Steven
How do I contact Steven?
Call Steven’s local office at (513) 445-8534 or the Primerica Advisors main office at (833) 786-0550, and ask for Steven Nelson.
How long has Steven been a financial advisor?
Steven has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Steven hold?
Series 63. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Steven paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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