Warren
Nash
Aprio Wealth Management, LLC
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About this Advisor
Warren Nash is a certified financial planner based out of Atlanta, Georgia with a total of 1 year of industry experience. Nash currently works for Aprio Wealth Management, LLC. Over the course of their career, Nash has held roles at Aprio Wealth Management, LLC, Aprio, Llp, The Commonwealth Group, Cherry Bekaert, Llp, Frasier, Dean & Howard, Pllc, Kraft Cpas, Pllc and Elan Inc. Nash maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Tennessee. Aprio Wealth Management, LLC is a registered investment firm based out of Atlanta, GA. The company has offices in 12 locations and a total of 22 employees. It administers $1 billion in assets among its 1,457 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to five charities and foundations. Of its 1,457 client accounts, 20% belong to high-net-worth investors who have more than $1 million in assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial advisory services largely are based on which services the firm provides the client. However, fees billed by Aprio Wealth Management, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aprio Wealth Management, LLC Brokerage Details
$1,317,815,906
22
1,457
$904,472
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Warren Nash Work History
Warren has been registered as a financial advisor for 1 years.*
Aprio Wealth Management, LLC
Aprio, Llp
The Commonwealth Group
Cherry Bekaert, Llp
Frasier, Dean & Howard, Pllc
Kraft Cpas, Pllc
Elan Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Warren Nash to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aprio Wealth Management, LLC
Cincinnati, OH
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Walnut Creek, CA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
