Verified
Charles E. (Chuck) Nash is a financial advisor with Brookwood Investment Group, LLC. Charles has been in the financial industry for over 30 years. Charles is a Certified Financial Planner and a Chartered Financial Consultant. Charles has experience working with high-net-worth individuals and individuals other than high-net-worth. Charles is registered in all states as an Investment Advisor Representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
06/30/2021 - Present
Brookwood Investment Group (PHOENIX AZ)
GA
06/29/1993 - 03/09/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
03/07/1991 - 06/29/1993
G. R. PHELPS & CO., INC.
NY
02/15/1989 - 03/08/1991
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
10/27/1988 - 03/01/1989
BNL SECURITIES INC.
NA
03/29/1988 - 11/16/1988
FOCUS SECURITIES, INC.
NA
01/18/1988 - 03/04/1988
CHRISTOPHER WEIL & COMPANY, INC
NA
07/11/1985 - 06/26/1986
ALPHA CAPITAL CORPORATION
NA
10/24/1984 - 05/29/1985
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
BC
Issued 10/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/1993
Series 24 - General Securities Principal Examination
BC
Issued 03/26/1996
Series 3 - National Commodity Futures Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/22/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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