Donald NashCRD Number: 4474286
Current Firm: Raymond James Financial Services Advisors, Inc.
Donald Nash (CRD# 4474286) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hopkinton, MA and has over 14 years of experience in the finance industry. Donald Nash 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.
Walnut Hill Advisors, LLC
|Raymond James Financial Services Advisors, Inc.||Hopkinton, MA||Jan 2009 - Current||7|
|90 Elm LLC||Hopkinton, MA||Apr 2004 - Current||12|
|Raymond James Financial Services, Inc.||Hopkinton, MA||Nov 2001 - Current||14|
|Nash, Hix & Company, P.c.||Hopkinton, MA||Jan 1975 - Current||41|
|Nash & Co, P.c||Hopkinton, MA||Jan 1975 - Jan 2011||36|
|Mutual Bank Corporator||Hopkinton, MA||Jul 2006 - Jan 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, VI, VT, WA, WI, WV
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