Grady Tabor (CRD# 1908925) is an Investment Advisor Representative working at Processus Wealth & Capital Management, LLC in Brentwood, TN and has over 35 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 |
|---|---|---|---|
| Processus Wealth & Capital Management, LLC | Franklin, TN | Nov 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1989 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
- AL
- TN
-
Total Assets Under Management165MILLIONS
-
Total Number of Accounts195ACCOUNTS
-
Average Account Value$848,507
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, TN
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