Donald Cash, financial advisor Red Bank NJ

Donald Cash

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Donald W. Cash
Phone Number: 800-664-1183
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NJ

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