Phoebe Venable, financial advisor Franklin TN

Phoebe Venable

CRD Number: 4627185
Current Firm: Capwealth Advisors, LLC

Phoebe Venable (CRD# 4627185) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Capwealth Advisors, LLC Franklin, TN Apr 2011 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for Phoebe J. Venable
Phone Number: 615-778-0740
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    1,210
    MILLIONS
  • Total Number of Accounts
    1,946
    ACCOUNTS
  • Average Account Value
    $621,741
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, AR, CA, CO, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, NC, OH, OK, OR, PA, SC, TN, TX, VA, WI

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