James RashCRD Number: 1388169
Current Firm: Voya Financial Advisors, Inc.
James Rash (CRD# 1388169) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Greenville, SC and has over 31 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Voya Financial Advisors||Hickory, NC||Sep 2014 - Current||2|
|Heritage Planning Asociates, LLC||Hickory, NC||May 2003 - Current||14|
|James Rash-independent Insurance Agent||Hickory, NC||Dec 1990 - Current||26|
|Ing Financial Partners, Inc.||Hickory, NC||Jan 2004 - Sep 2014||10|
|Soccor Referee||Hickory, NC||Jan 1999 - Feb 2009||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1986|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV