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Carolyn Hash

31 Years of Experience
Mt. Pleasant, SC
Broker

Carolyn Hash is a registered investment advisor at Raymond James & Associates, INC., based in Mt. Pleasant, SC, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

28 Bridgeside Blvd., Suite 203, Mt. Pleasant, SC, 29464

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Carolyn is a partner and owner of Nicholson Carolina Group, which holds a beach house inherited from her parents. She spends minimal time on this business activity, as the property is not rented.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2011 - Present · 15 yrs 8 mos
Raymond James & Associates, INC.Broker
January 2011 - Present · 15 yrs 8 mos
Previous Registrations
UBS Financial Services INC.Broker
August 2000 - January 2011 · 10 yrs 5 mos
UBS Financial Services INC.
August 2000 - January 2011 · 10 yrs 5 mos
J.C. Bradford & CO.Broker
August 1998 - August 2000 · 2 yrs
Wachovia Brokerage ServiceBroker
December 1994 - September 1998 · 3 yrs 9 mos
State Registrations12 states
ALCAFLGALAMIMSNCSCTNVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Carolyn Hash - Financial Advisor | TrueAdvisor