Karen Tidwell (CRD# 2690141) is an Investment Advisor Representative working at Cap Partners, LLC in Franklin, TN and has over 28 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 |
|---|---|---|---|
| Victory Capital Advisers | Brooklyn, OH | May 2015 - Current | 8 |
| Northern Lights Distributors, LLC | Omaha, NE | Jul 2012 - Current | 11 |
| Compass Efficient Model Portfolios, LLC | Brentwood, TN | Jan 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- TN
- TX
-
Total Assets Under Management179MILLIONS
-
Total Number of Accounts1,242ACCOUNTS
-
Average Account Value$144,084
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
GA, TN, TX
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