Mark Nash, financial advisor Pearland TX
93 score

Mark Nash

CRD Number: 5410794
Current Firm: H.d. Vest Advisory Services, Inc.

Mark Nash (CRD# 5410794) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Pearland, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Istockphoto, A Subsidiary Of Getty Images Chicago, IL Jun 2016 - Current < 1
Progressive Casualty Insurance Company Mayfield Village, OH Jul 2015 - Current 1
Texas Windstorm Insurance Association Austin, TX Sep 2009 - Current 7
The Woodlands Financial Group General Agency The Woodlands, TX Sep 2009 - Current 7
H.d. Vest Advisory Services Pearland, TX Jun 2008 - Current 8
H.d. Vest Investment Services Pearland, TX Aug 2007 - Current 9
Serene Professional Solutions Houston, TX Jan 2002 - Current 14
Halliburton Houston, TX Feb 2012 - Feb 2016 4
Humana Inc. Louisville, KY Sep 2009 - Dec 2015 6
Jefferson Wells Houston, TX Jun 2007 - Sep 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Mark A. Nash
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, 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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