Donald Nash, financial advisor Hopkinton MA
96 score

Donald Nash

CRD 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 15 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.

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Professional Designations
Company Name Location Dates Years
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 15
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
Contact Info for Donald R. Nash
Phone Number: 727-567-5877
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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