WN
Whitney-ann L. Nash
NASHIONAL INVESTMENTS
MCKINNEY, TX 75070
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CRD#: 6100688
WN
Professional summary
Whitney-ann Lehl Nash, who also goes by Whitney Ann Lehl Nash, is a registered financial advisor currently at NASHIONAL INVESTMENTS located in Mckinney, Texas.
Whitney-ann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Whitney-ann has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Whitney Ann Lehl Nash
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Whitney Ann Lehl Nash is an owner and licensed insurance agent with Nashional Independent Insurance Agency LLC.
Whitney Ann Lehl Nash is a personal lines property and casualty agent for Smith Allen.
Above & Below 1031, LLC; investment related : Yes; 5900 South Lake Forest Dr. Ste 300, McKinney TX 75070; Above & Below 1031, LLC is a qualified intermediary that facilitates 1031 exchanges.; Mangaing Member; Act as a qualified intermediary for 1031 exchanges. ; 2018-07-01; Hours devoted to business during trading hours : 40; Hours devoted to business outside trading hours : 40; Percentage of total yearly compensation expected to be derived from the business : 40.
Miller Mae Escrow Services, LLC; investment related : Yes; 5900 South Lake Forest Dr. Ste 300, McKinney TX 75070; Miller Mae Escrow Services, LLC is a company that provides escrow-only services. We act as a third-party to hold funds in an escrow account with a bank on behalf of depositors. The depositor-segregated escrow account funds are not invested in any investment vehicle.; Managing Member; Act as a third party to hold funds in escrow. Facilitate disbursements and payments as requested on behalf of the depositors.; 2018-07-01; Hours devoted to business during trading hours : 10; Hours devoted to business outside trading hours : 10; Percentage of total yearly compensation expected to be derived from the business : 10.
CRS (Client Relationship Summary) - RIA
Click below to view Whitney-ann Lehl Nash's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 27, 2017 - Present
NASHIONAL INVESTMENTS
Office #1: 5900 S Lake Forest Suite 300, Mckinney, TX 75070RIA
CRD#: 289955
MCKINNEY, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(5/17/2018)
IAR
Texas(10/27/2017)
Current Firm
NI
NASHIONAL INVESTMENTS
NASHIONAL FINANCIAL | NASHIONAL INVESTMENTS | NASHIONAL INDEPENDENT INVESTMENT MANAGEMENT LLC
CRD#: 289955 / SEC#:
New Jersey
Registered Investment Advisory firm - (5/17/2018 Approved)Texas
Registered Investment Advisory firm - (10/27/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5900 S Lake Forest Suite 300, Mckinney, TX 75070
Mailing Address
Phone number
855-627-4466 EXT 1
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 120 |
| AUM (Assets Under Management) | $ 10,399,572 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
