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Bishop Adam Nash

Advisor at Cambridge Investment Research Advisors — Ona, WV

Updated today

Credentials

Series 66

Experience

5 years

Location

Ona, WV 25545

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,913

Across 2,203 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Bishop Nash is a Series 66-licensed financial advisor with five years of industry experience. He has worked at Cambridge Investment Research Advisors since 2021 and previously was employed at Wells Fargo Advisors Financial Network and The Herald-Dispatch. Outside of advising, he is involved in freelance photography with H-D Media. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple portfolio strategies and platform arrangements tailored to client objectives.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Ona, WV

176 Old Us Rt 60

Ona WV 25545

Advisors at this office

2

Most active in

West Virginia

Work history

5 years of industry experience

Cambridge Investment Research Advisors

2021 - Present • 5 years

Fairfield, IA

Cambridge Investment Research, Inc.

2021 - Present • 5 years

Fairfield, IA

Wells Fargo Advisors Financial Network

2020 - 2020 • 1 year

Ona, WV

Unemployed

2019 - 2020 • 1 year

Ona, WV

The Herald-Dispatch

2013 - 2019 • 6 years

Huntington, WV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Ethan L

Series 65

Huntington, WV

Layne Financial Group

Ethan Layne is a financial advisor at Layne Financial Group in Huntington, WV, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked at several entities including Maynard & Mease CPAs and Consumers Gas Utility Company. Outside of advising, he serves as president of Layne Tax Solutions, a tax and accounting firm. Layne Financial Group provides discretionary investment management, wealth planning, and financial planning to individual and high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm emphasizes institutional-style asset allocation and a factor-based investment approach, incorporating model portfolios, external consultants, and sub-advisory relationships.

Wealth management Factor investing / smart beta Founder/Business Owner
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Joseph S

Series 63

President & Ceo, WV

The Spano Group Wealth Managers

Joseph Spano is the President and CEO of The Spano Group Wealth Managers with 30 years of industry experience. He holds a Series 63 designation and has worked at multiple firms including Freedom Financial Advisors and Potter & Spano Financial Group. The Spano Group Wealth Managers provides financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charities. The firm uses fundamental analysis to construct portfolios and offers ERISA-related retirement plan consulting and co-advisory services.

Retirement plans for business owners (SEP, solo 401k) General tax planning General estate planning guidance Active portfolio management Options & derivatives strategies
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James M

Series 66

Hurricane, WV

McKee Wealth Management

James Mckee is a financial advisor with McKee Wealth Management in Hurricane, WV, holding a Series 66 designation and 18 years of industry experience. He has worked at Southeast Investments, N.C. Inc., First Summit Financial, and has been involved with McKee & Associates, LLC since 2007. Mckee serves as a board member of the Home Builders Association of Greater Charleston. McKee Wealth Management provides financial planning, investment management, and wealth management services to individuals, families, and institutional clients including corporate pension and retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and uses a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party platforms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
user avatar

John A

Series 66

Hurricane, WV

JA Investment Management, LLC

John Arthur is the sole advisor at JA Investment Management, LLC in Hurricane, WV. He holds a Series 66 designation and has 12 years of industry experience. Prior to founding his firm in 2005, he worked at Ferris, Baker Watts, Inc. He is also the owner and head instructor of Relson Gracie Jiu Jitsu of WV and operates a lifestyle brand called Abstrakt Lifestyle. JA Investment Management serves individual investors and 401(k) plans by offering private asset management, plan management, and investment education. The firm uses both fundamental and technical analysis to tailor strategies to clients, maintaining most accounts on a non-discretionary basis and providing services that include institutional retirement and pension plan management.

Passive / index investing
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Steven S

Series 63

Barboursville, WV

Creative Financial Solutions, LLC

Steven Smith is a financial advisor with Creative Financial Solutions, LLC, holding a Series 63 designation and 38 years of industry experience. He has been with Creative Financial Solutions since 2008 and also maintains dual registrations with Cambridge Investment Research Advisors Inc. Outside of his advisory work, Smith is a part owner of Esquire Country Club in Barboursville, WV. Creative Financial Solutions provides customized financial planning and advisory services for individuals, families, small businesses, and trusts. The firm focuses on individualized planning supported by third-party research and does not take custody of client assets, with investment activities managed through dual-registered advisors and custodial platforms.

General retirement planning Income planning General tax planning Life insurance needs analysis
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Megan W

Series 65

Hurricane, WV

Ironwood Wealth Management, Inc.

Megan Watterson is a financial advisor at Ironwood Wealth Management, Inc. with seven years of industry experience. She holds a Series 65 designation and previously worked at Kanawha County Courthouse and took an extended travel break before joining Ironwood. Ironwood Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes a range of asset-allocation strategies supported by fundamental, technical, and quantitative analysis, with investment implementation focused on mutual funds and exchange-traded funds.

General retirement planning Retirement income strategy Wealth management Cash flow / budgeting Retired Founder/Business Owner
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