Retirement Wealth Advisors, Inc
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About this Advisor
Lynell Nash is an advisor located in Pleasant Grove, Utah. Currently a registered investment advisor at Retirement Wealth Advisors, Inc, Nash has 16 years of experience as a registered advisor. Nash has a Series 65 license, designating the advisor as an investment advisor representative. Nash is registered to operate in California and Utah. During their career, the advisor has held roles at Nash Retirement Planning & Wealth Strategies, Retirement Wealth Advisors, Nash College Planning Strategies and Lynell Nash (Dba: Nash Wealth Strategies). Retirement Wealth Advisors, Inc is based out of Pleasant Grove, Utah, and has 172 additional locations in the United States. Overall, Retirement Wealth Advisors, Inc oversees $2 billion in assets throughout 19,465 client accounts and employs more than 223 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 17,169 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 2% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Retirement Wealth Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Retirement Wealth Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Lynell Nash Work History
Lynell has 16 years of experience.
Lynell Nash (Dba: Nash Wealth Strategies)
Retirement Wealth Advisors
Nash Retirement Planning & Wealth Strategies
Nash College Planning Strategies
Lynell Nash has no disclosures.
Please visit their SEC profile for more details.
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