Clayton NashCRD 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.
Raymond James Financial Services Advisors, Inc.
Alexander Advisory Services, LLC
Mutual Of Omaha Investor Services, Inc.
|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|
Total Assets Under Management1,759MILLIONS
Total Number of Accounts9,572ACCOUNTS
Average Account Value$183,731
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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