Phoebe Venable, financial advisor Franklin TN
96 score

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 13 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 5
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
Contact Info for Phoebe J. Venable
Phone Number: 615-778-0740
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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