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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randolph? Claim Your ProfileRandolph Mccraven Nash is an active investment advisor representative registered in North Carolina and several other states. Randolph Nash is a registered principal with Capital Investment Advisory Services, LLC. He has been in the securities industry since April 14, 1977. The firm provides financial planning, portfolio management for businesses and individuals and pension consulting services to high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations, and other businesses. The firm's main office is located in Raleigh, North Carolina. Randolph Nash is also a registered representative with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Randolph Nash has been a licensed insurance agent since 2018. He is also the owner of Steele Creek Capital, LLC, which he formed in 2010 for the purpose of separating business expenses and personal expenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
01/02/2013 - Present
Capital Investment Advisory Services, LLC (RALEIGH NC)
NY
02/12/2001 - 09/17/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NC
11/09/1979 - 02/16/2001
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
NA
08/15/1975 - 03/09/1978
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
08/15/1975 - 03/09/1978
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IA
Issued 07/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/1996
Series 24 - General Securities Principal Examination
BC
Issued 11/04/1981
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1980
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/11/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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