John
Cash

Stifel, Nicolaus & Company, Inc

CRD#2870741
Investment Advisor
in Hickory, NC

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About this Advisor

John Cash is a financial advisor in Hickory, North Carolina. Currently a registered advisor with Stifel, Nicolaus & Company, Inc, Cash has 11 years of practice in the financial advisory industry. Cash has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Cash is able to serve clients based out of North Carolina and Texas. Throughout their career, they have worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Stifel Nicolaus & Co Inc. Stifel, Nicolaus & Company, Inc is headquartered in Hickory, North Carolina, and has 431 offices throughout the country. Overall, Stifel, Nicolaus & Company, Inc oversees $98 billion in assets covering 244,516 client accounts and retains more than 6,153 people. The level of assets currently under the firm's management places it among the largest firms in the United States. The firm manages 166,793 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 40% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Stifel, Nicolaus & Company, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

406 Third Avenue Nw
Hickory, NC 28601

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$97,687,069,900

NC Average: $11,469,110,461
Total Number of Employees

6,153

NC Average: 458
Total Number of Accounts

244,516

NC Average: 33,415
Average Account Size

$399,512

NC Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

John Cash Work History

John has 11 years of experience.

2018 - Present (3 years)

Stifel Nicolaus & Co Inc

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

John Cash has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
David Vegh
Baltimore, MD
Gloria Mondschein
Center Valley, PA
Amy Dosier
Newport Beach, CA
Andrea Attwood
Flint, MI
Morgan Crutchley
Bluffton, SC
Dylan Gray
Denver, CO
Blake Hamer
Waterloo, IA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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