Horace Nash
Horace Nash is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Montgomery, AL, with 13 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
8310 Crossland Loop, Montgomery, AL, 35117
Get directionsHistory
Regulatory History (2)
Judgment / Lien
January 2000Judgment / Lien
March 1999Other Business Activities
Horace is the President and sole shareholder of Proche Advisors, Inc., dedicating a significant amount of time to this role. He is also an advisory representative of a RIA called CIRA and the owner of NRS Wealth Advisory Group, LLC, spending nearly full-time hours on the latter.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
State Registrations2 states
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
More Advisors
- Adam Rogers, CFAMarble Wealth, LLC
- Culver Broach, CFPSummit Financial, LLC
- John Steiner, CFAWelon Partners
- Sang Chung, CFPEdward Jones
- Jessica Majors, ChFC
- Robert Scullen, CFPBrookstone Capital Management LLC