Donald Cash (CRD# 4935469) is an Investment Advisor Representative working at Donald W. Cash & Associates, LLC in Red Bank, NJ and has over 14 years of experience in the finance industry. Donald Cash 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.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Donald W. Cash Insurance Advisors | Red Bank, NJ | Sep 2009 - Current | 14 |
| Donald W. Cash & Associates, LLC | Red Bank, NJ | Apr 2009 - Current | 15 |
| Elder Care Associates, Inc. | Red Bank, NJ | Jul 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2009 |
- NJ
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
NJ
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