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Caitlyn Nelson

Trading and Analyst Support

Caitlyn Nelson

Trading and Analyst Support

I support our growth by supporting the Manager of Operations with the trading of the Destination Portfolios.

Our successhas led to the growth of the Destination Portfolios.

My professional background includes 15 years in the financial services industry including operations and supporting a global trading desk.

Rounding out my life finds me spending time with family at the beach. It used to just be with a book but now includes far too many toys and snacks.

 

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial.

InTouch Innovations and LPL Financial are separate entities.

CRPC conferred by College for Financial Planning.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.