Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Dale Nash is a financial advisor with LPL Financial LLC. Richard has been in the financial services industry since 1978. Richard is registered with the state of Texas and Washington as a Registered Representative and Investment Advisor Representative. Richard has a Series 63 license and a Series 65 license. He is also a Series 24 Principal. Richard has previous experience with Mutual Service Corporation, Titan/Value Equities Group, Inc., Goodlin Financial, Inc., First Affiliated Securities, Inc., Foster & Marshall Inc., and North American Management, Inc.. Richard is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
WA
09/08/2009 - Present
LPL Financial LLC (FEDERAL WAY WA)
WA
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (FEDERAL WAY WA)
CA
06/10/1991 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
03/05/1990 - 06/10/1991
GOODLIN FINANCIAL, INC.
CA
05/31/1989 - 03/08/1990
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
NA
08/23/1982 - 05/31/1989
FIRST AFFILIATED SECURITIES, INC.
NA
10/20/1980 - 08/17/1982
FOSTER & MARSHALL INC.
NA
09/20/1978 - 11/10/1980
NORTH AMERICAN MANAGEMENT, INC.
IA
Issued 10/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1981
Series 5 - Interest Rate Options Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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