Cathleen Nash Stevens

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → Present
  Lpl Financial Llc
  Roswell, GA
• 03/2019 → Present
  Iht Wealth Management Llc
  Roswell, GA

Previous Registrations

• 2003-12-10 → 2011-08-09
  Securities America Advisors, Inc.
  Atlanta, GA
  Atlanta, GA
• 2003-04-16 → 2003-12-02
  Veravest Investment Advisors, Inc.
  Atlanta, GA

Other Businesses

1) 2011-05-16 - West Coast Life - Non-Variable Insurance - Y - at reported business location(s) - 2011-05-16 - hrs/mth - hrs/mth during trading 2) 2011-05-16 - ING - Non-Variable Insurance - Y - at reported business location(s) - 2011-05-16 - hrs/mth - hrs/mth during trading 3) 2011-05-16 - Principal Life Insruance - Non-Variable Insurance - Y - at reported business location(s) - 2011-05-16 - hrs/mth - hrs/mth during trading 4) 2011-05-16 - Genworth - Non-Variable Insurance - Y - at reported business location(s) - 2011-05-16 - hrs/mth - hrs/mth during trading 5) 2011-05-16 - Transamerica - Non-Variable Insurance - Y - at reported business location(s) - 2011-05-16 - hrs/mth - hrs/mth during trading 6) 2016-07-27 - Allianz - Non-Variable Insurance - Y - at reported business location(s) - 2016-06-02 - 0hrs/mth - 0hrs/mth during trading 7) 2017-05-10 - Jackson National Life Ins Co - Non-Variable Insurance - trails only - Y - at reported business location(s) - 2017-04-24 - 0hrs/mth - 0hrs/mth during trading 8) 2019-05-08 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - IHT Wealth Management - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2019-04-29 - 80hrs/mth - 80hrs/mth during trading 9) 2020-02-18 - LTCi/Mutual of Omaha - Non-Variable Insurance - Y - at reported business location(s) - 2020-02-03 - 1hrs/mth - 0hrs/mth during trading 10) 2024-06-12 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Stevens3 Financial Services LLC - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2024-05-31 - 160hrs/mth - 120hrs/mth during trading 11) 2025-12-31 - none - Non-Variable Insurance - Y - at reported business location(s) - 2025-12-12 - 1hrs/mth - 1hrs/mth during trading 12) 2026-05-13 - Ameritas - Non-Variable Insurance - Y - at reported business location(s) - 2026-05-12 - 1hrs/mth - 1hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-26
• S63 Uniform Securities Agent State Law Examination
  1993-10-07

Designations

• Certified Financial Planner

Other Names

• Cathleen Ann Nash
• Cathy Nash