Advisor at Nashional Investments
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Firm
Nashional Investments
Location
Mckinney, TX 75070
Credentials
Series 65
Industry experience
8 years
Whitney Ann Nash is a Series 65 licensed advisor with Nashional Investments, based in McKinney, Texas, with eight years of industry experience. She has worked at Smith Allen and Nashional Independent Investment Management LLC since 2017. Outside of advisory services, she is involved as an owner and licensed insurance agent with Nashional Independent Insurance Agency LLC and manages companies providing qualified intermediary services for 1031 exchanges and escrow-only services. Nashional Independent Investment Management LLC serves individuals and business owners by managing discretionary and non-discretionary portfolios totaling approximately $10.4 million in assets. The firm offers a range of services, including portfolio management across traditional and alternative investments, hourly financial advising, and specialized 1031 exchange consulting, employing diverse analytical methods and strategies tailored to client goals and risk tolerance.
Based on Nashional Investments
Based on Nashional Investments
Fixed fee for 1031 exchange consulting services, based on a tiered asset value schedule, negotiated and agreed upon in writing
$1 - $499,999: 0.75% $500,000+: 0.50% Structured Notes and Non-Traded REITs+: 1.00%
$475 per hour
5900 S Lake Forest, Suite 300
Mckinney, TX 75070
New Jersey · Texas
Smith Allen
2017 - Present (9 years)
Nashional Independent Investment Management LLC
2017 - Present (9 years)
Self-Employed
2017 - 2017 (1 year)
Fitness International LLC
2005 - 2016 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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