Benjamin Nunn, financial advisor Gray TN

Benjamin Nunn

CRD Number: 6345560
Current Firm: Values First Advisors, Inc.

Benjamin Nunn (CRD# 6345560) is an Investment Advisor Representative working at Values First Advisors, Inc. in Gray, TN and has over 9 years of experience in the finance industry. Benjamin Nunn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Values First Advisors, Inc. Gray, TN Sep 2014 - Current 9
Values First Advisors, Inc. Gray, TN Jun 2014 - Sep 2014 < 1
Dick's Sporting Goods Lynchburg, VA Jul 2013 - May 2014 < 1
Liberty University Lynchburg, VA Aug 2010 - May 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Benjamin P. Nunn
Phone Number: 877-832-3847
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    190
    MILLIONS
  • Total Number of Accounts
    1,488
    ACCOUNTS
  • Average Account Value
    $127,739
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, GA, IA, IL, KS, KY, LA, MI, MO, MS, NC, NY, OH, OK, PA, TN, TX, VA

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