Donald CashCRD Number: 4935469
Current Firm: Donald W. Cash & Associates, LLC
Donald Cash (CRD# 4935469) is an Investment Advisor Representative working at Donald W. Cash & Associates, LLC in Red Bank, NJ and has over 12 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ameriprise Financial Services, LLC
|Donald W. Cash Insurance Advisors||Red Bank, NJ||Sep 2009 - Current||12|
|Donald W. Cash & Associates, LLC||Red Bank, NJ||Apr 2009 - Current||13|
|Elder Care Associates, Inc.||Red Bank, NJ||Jul 1996 - Current||26|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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