Stifel, Nicolaus & Company, Inc
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
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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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.
Stifel Nicolaus & Co Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
John Cash has disclosures.
Please visit their SEC profile for more details.
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.