Clayton Nash, financial advisor Roanoke VA

Clayton Nash

CRD Number: 6519980
Current Firm: Esi Financial Advisors

Clayton Nash (CRD# 6519980) is an Investment Advisor Representative working at Esi Financial Advisors in Roanoke, VA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Equity Services, Inc. Montpelier, VT Apr 2019 - Current 2
National Life Group Roanoke, VA Apr 2019 - Current 2
Unemployed Roanoke, VA Jan 2019 - Apr 2019 < 1
Commonwealth Financial Network Waltham, MA Mar 2017 - Jan 2019 1
Metlife Securities Inc. Roanoke, VA Jul 2015 - Mar 2017 1
Allstate Nash-kincheloe & Associates Roanoke, VA Jan 2013 - Jul 2015 2
East Tennessee Johnson City, TN Sep 2008 - Dec 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2016
S65 NASAA Investment Advisors Law Examination Sep 2017
Contact Info for Clayton A. Nash
Phone Number: 800-344-7437
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,759
    MILLIONS
  • Total Number of Accounts
    9,572
    ACCOUNTS
  • Average Account Value
    $183,731
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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