Ona, WV Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,913 advisors across 2,203 offices

Location

176 Old Us Rt 60

Ona WV 25545

Advisors at this office

2

Advisors at this office

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Bishop N

Series 66

Ona, WV

Cambridge Investment Research Advisors

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Paul N

Series 63, Series 66

Ona, WV

Cambridge Investment Research Advisors

Paul Nash is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining Cambridge in 2021, he worked at Wells Fargo Advisors from 2015 to 2020. He is also president of Oracle of Ona, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment strategies through its network of independent Financial Professionals, utilizing both proprietary and third-party models with various platform options.

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