John Nail (CRD# 4497190) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 22 years of experience in the finance industry. John Nail 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.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagespring Wealth Partners | Franklin, TN | Nov 2022 - Current | 1 |
| Nail Wealth Team | Franklin, TN | Dec 2021 - Current | 2 |
| Nail Wealth Team Thgh Sw Invest Grp | Franklin, TN | Jun 2021 - Current | 2 |
| Sagespring | Franklin, TN | Oct 2020 - Current | 3 |
| Southwestern Investment Services | Franklin, TN | Mar 2010 - Current | 14 |
| Raymond James Financial Services, Inc. | Franklin, TN | Jan 2005 - Current | 19 |
| Southwestern Investment Group | Franklin, TN | Oct 2020 - Dec 2023 | 3 |
| Southwestern Investment Advisory Services | Franklin, TN | Oct 2020 - Oct 2023 | 3 |
| Raymond James Financial Services Advisors, Inc. | Franklin, TN | Jan 2009 - Mar 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2002 |
- AL
- LA
- 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
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- Portfolio management for individuals and/or small businesses
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