Lynell
Nash

Retirement Wealth Advisors, Inc

CRD#5056486
Investment Advisor
in Pleasant Grove, UT

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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

Series 65

Years of Experience

16 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Pleasant Grove, UT

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Retirement Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$2,005,282,927

UT Average: $943,424,332
Total Number of Employees

223

UT Average: 21
Total Number of Accounts

19,465

UT Average: 1,586
Average Account Size

$103,020

UT Average: $594,845

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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.

2016 - Present (4 years)

Lynell Nash (Dba: Nash Wealth Strategies)

2015 - Present (5 years)

Retirement Wealth Advisors

2012 - Present (8 years)

Nash Retirement Planning & Wealth Strategies

2012 - Present (8 years)

Nash College Planning Strategies

Disclosures

Lynell Nash has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Retirement Wealth Advisors, Inc

Ricky Hughes
Cleveland, TN
Eric Johnson
Atlanta, GA
Nicholas Bunio
Berwyn, PA
Derek Prusa
Grand Rapids, MI
Benjamin Webster
Grand Rapids, MI
Darren Vilardo
Prescott, AZ
Mohammed Khudhur
Costa Mesa, CA
Erick Arnett
Brooksville, FL

This content was compiled from the SEC and FINRA.

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