Bob Sircy (CRD# 5292321) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 17 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagespring Wealth Partners | Franklin, TN | Nov 2022 - Current | 1 |
| Sircy-hurd Wealth Group | Franklin, TN | Feb 2020 - Current | 4 |
| Accounting/cpa/tax Preparation | Nashville, TN | Sep 2007 - Current | 16 |
| United Way Of Metro Nashville | Nashville, TN | Sep 2007 - Current | 16 |
| Raymond James Financial Services,inc. | Franklin, TN | Feb 2007 - Current | 17 |
| Southwestern Investment Advisory Services Inc. | Franklin, TN | Mar 2017 - Nov 2022 | 5 |
| Southwestern Investment Group | Franklin, TN | Jan 2007 - Nov 2022 | 15 |
| Southwestern Insurance Group | Franklin, TN | Jun 2019 - Jun 2020 | 1 |
| Raymond James Financial Services Advisors, Inc. | Franklin, TN | Jan 2009 - Dec 2016 | 7 |
| Ws Properties | Nashville, TN | Jan 1978 - Apr 2016 | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- AL
- TN
- TX
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Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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