David Nash, financial advisor Flagstaff AZ
93 score

David Nash

CRD Number: 1819089
Current Firm: Eagle Strategies LLC

David Nash (CRD# 1819089) is an Investment Advisor Representative working at Eagle Strategies LLC in Flagstaff, AZ and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
David A. Nash Insurance And Financial Services Inc. Flagstaff, AZ Jul 2008 - Current 8
Nylife Securities Inc. Phoenix, AZ Mar 1988 - Current 28
New York Life Insurance Co Flagstaff, AZ Aug 1987 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
S65 NASAA Investment Advisors Law Examination Jan 2004
Contact Info for David A. Nash
Phone Number: (888) 695-3245
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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