Natasha Cashman (CRD# 6713971) is an Investment Advisor Representative working at Capital Assets Planning Incorporated in Arlington, VA and has over 7 years of experience in the finance industry. Natasha Cashman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Assets Planning Inc. | Arlington, VA | Nov 2019 - Current | 4 |
| Grove Point Investments, LLC | Rockville, MD | Nov 2019 - Current | 4 |
| D'orazio & Associates, Inc. | Falls Church, VA | Jul 2016 - Oct 2019 | 3 |
| Virginia Polytechnic Institute And State University | Blacksburg, VA | Aug 2012 - Jun 2016 | 3 |
| Fjy Financial | Reston, VA | May 2015 - Aug 2015 | < 1 |
| Trak Companies | Mclean, VA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
| S63 | Uniform Securities State Law Examination | Dec 2020 |
- MD
- VA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
MD, VA
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