Philip Nash, financial advisor Rochester MN
90 score

Philip Nash

CRD Number: 5981682
Current Firm: Wells Fargo Advisors, LLC

Philip Nash (CRD# 5981682) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Rochester, MN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Ankeny, IA Sep 2011 - Current 5
Wells Fargo Bank, N.a. Ankeny, IA May 2010 - Current 6
Wells Fargo Financial Des Moines, IA May 2009 - Apr 2010 < 1
Information Providers Inc. Urbandale, IA Jan 2009 - Apr 2009 < 1
Iowa State University Ames, IA Aug 2008 - Dec 2008 < 1
Aviva Capital Management Des Moines, IA Dec 2007 - Aug 2008 < 1
Fareway Distribution Center Boone, IA Oct 2006 - Nov 2007 1
Nash Well Company Milo, IA Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Philip D. Nash
Phone Number: 314-875-3000
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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