Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Adam Nash is a financial advisor at Cambridge Investment Research Advisors, Inc., located in Ona, West Virginia. Paul has over 20 years of experience in the financial services industry. Paul is registered with the state of West Virginia and holds multiple securities licenses, including Series 7, 9, 10, 63, and 66. Paul provides financial planning services for individuals, families, and businesses. He has a strong focus on retirement planning, investment management, and wealth preservation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WV
01/07/2021 - Present
Cambridge Investment Research Advisors, Inc. (Ona WV)
WV
09/18/2015 - 12/31/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ONA WV)
WV
01/01/2008 - 09/18/2015
WELLS FARGO ADVISORS, LLC (HUNTINGTON WV)
WV
09/11/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HUNTINGTON WV)
BOTH
Issued 03/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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