Robert Nash is a registered investment advisor at Continental Investors Services, INC., based in Longview, WA, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 605 clients with $200M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$196.8M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1330 Broadway Street, P.O. Box 1717, Longview, WA, 98632-7552

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Continental Investors Services, INC.
October 2020 - Present · 5 yrs 6 mos
Continental Investors Services, INC.
May 2020 - Present · 5 yrs 11 mos
Continental Investors Services, INC.Broker
May 2020 - Present · 5 yrs 11 mos
Previous Registrations
B. Riley Fbr, INC.Broker
September 2018 - May 2020 · 1 yr 8 mos
B Riley Wealth Management
March 2018 - May 2020 · 2 yrs 2 mos
B. Riley Wealth ManagementBroker
March 2018 - May 2020 · 2 yrs 2 mos
Hilltop Securities INC.
May 1995 - February 2018 · 22 yrs 9 mos
Hilltop Securities INC.Broker
May 1995 - February 2018 · 22 yrs 9 mos
Barre & Company, IncorporatedBroker
September 1984 - June 1995 · 10 yrs 9 mos
Dean Witter Reynolds INC.Broker
December 1983 - August 1984 · 8 mos
State Registrations2 states
NJTX
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.