Raymond Nash
Raymond Nash is a registered investment advisor at M Holdings Securities, INC., based in Portland, OR, with 24 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
1125 N.W. Couch Street, Suite 900, Portland, OR, 97209
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2011Customer Dispute
December 2010Customer Dispute
July 2010Other Business ActivitiesSells Insurance
Raymond sells fixed life insurance and annuities, dedicating about 10% of his time to this. He is also a principal at Heirmark, Ltd. focusing on fixed insurance product sales and marketing, which takes nearly full-time hours.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
LPL Financial Corporation
LPL Financial CorporationBroker
Mutual Service CorporationBroker
State Registrations16 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.