Shari Rash, financial advisor Mount Pleasant SC

Shari Rash

CRD Number: 5221771
Current Firm: Cambridge Investment Research Advisors, Inc.
Compensation Model: Fee Only
Shari Rash (CRD# 5221771) is an Investment Advisor Representative working at Cls Investments, LLC in Bel Air, MD and has over 8 years of experience in the finance industry.
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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Oct 2019 - Current 4
Cambridge Investment Research Advisor, Inc. Fairfield, IA Oct 2019 - Current 4
Northern Lights Distributors, LLC Omaha, NE Feb 2014 - Current 10
Ftj Fundchoice, LLC Hebron, KY Jan 2019 - Oct 2019 < 1
Cls Investments, LLC Omaha, NE Feb 2014 - Dec 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S65 NASAA Investment Advisors Law Examination Jun 2015
Contact Info for Shari B. Rash
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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