Barclay D. Nelson active positions
| Companies | Position | Start | End |
|---|---|---|---|
Birch Capital Management LLC
 Birch Capital Management LLC Investment ManagersFinance Birch Capital Management LLC (Birch) is an independent registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Barclay D. Nelson in 2010. Birch provides tailored wealth and investment management services to individuals, trusts, and foundations. | Chief Executive Officer | 01/01/2010 | - |
| Compliance Officer | 01/01/2010 | - | |
| Founder | 01/01/2010 | - | |
| Portfolio Manager-Equities | 01/01/2010 | - |
Career history of Barclay D. Nelson
Former positions of Barclay D. Nelson
| Companies | Position | Start | End |
|---|---|---|---|
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Analyst-Equity | 01/04/2000 | 01/05/2002 |
| Boatmen's Trust Co. (Missouri) | Corporate Officer/Principal | 01/03/1993 | 01/12/1995 |
Statistics
International
| United States | 4 |
Operational
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Sectoral
| Finance | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Birch Capital Management LLC
Birch Capital Management LLC Investment ManagersFinance Birch Capital Management LLC (Birch) is an independent registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Barclay D. Nelson in 2010. Birch provides tailored wealth and investment management services to individuals, trusts, and foundations. | Finance |
| Boatmen's Trust Co. (Missouri) | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Finance |
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