Equity Services, Inc

Investment Advisor
in Roanoke, VA

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About this Advisor

Clayton Nash is a financial advisor based out of Roanoke, Virginia with 4 years of industry experience. Nash works at Equity Services, Inc. Over the course of their career, they have held roles at Allstate Nash-Kincheloe & Associates, Metlife Securities Inc, Commonwealth Financial Network, Equity Services, Inc and National Life Group. Nash holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Virginia. Equity Services, Inc is a business based in Montpelier, VT. It has offices in 220 locations and a total of 440 advisors. It oversees $2 billion in total assets among its 11,317 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves five charitable organizations. Of its 11,317 client accounts, 23% are held by high-net-worth clients who have greater than $1 million in investable assets. Equity Services, Inc performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management depend on which services the firm provides the client. However, fees charged by Equity Services, Inc likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

4401 Starkey Road Po Drawer 21209
Roanoke, VA 24018

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Equity Services, Inc Brokerage Details

Total Assets Under Management


VA Average: $4,257,716,217
Total Number of Employees


VA Average: 30
Total Number of Accounts


VA Average: 868
Average Account Size


VA Average: $4,905,203

Investment Advisory Services

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

Clayton Nash Work History

Clayton has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Equity Services, Inc

2019 - Present (5 years)

National Life Group

2017 - 2019 (2 years)

Commonwealth Financial Network

2015 - 2017 (2 years)

Metlife Securities Inc

2013 - 2015 (2 years)

Allstate Nash-Kincheloe & Associates

*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.


Please visit the SEC profile of Clayton Nash to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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

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