Phoebe VenableCRD 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 15 years of experience in the finance industry.
Retirement Resources Management, LLC
Fifth Third Securities, Inc.
Quinn Stauffer Financial, LLC
|Capwealth Advisors, LLC||Franklin, TN||Apr 2011 - Current||7|
|Genspring Family Offices, LLC||Nashville, TN||Jan 2009 - Mar 2011||2|
|Suntrust Banks, Inc.||Nashville, TN||Apr 2006 - Dec 2008||2|
|Suntrust Investment Services, Inc.||Brooksville, FL||Jul 1998 - Dec 2008||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
Total Assets Under Management760MILLIONS
Total Number of Accounts1,245ACCOUNTS
Average Account Value$610,244
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, CA, FL, GA, IL, KY, MO, TN, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.