Roy Nunn, financial advisor Gray TN
93 score

Roy Nunn

CRD Number: 1352499
Current Firm: Values First Advisors, Inc.

Roy Nunn (CRD# 1352499) is an Investment Advisor Representative working at Values First Advisors, Inc. in Gray, TN and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Values First Advisors, Inc. Abingdon, VA Aug 2009 - Current 7
American Values Investments, Inc. Abingdon, VA Oct 2003 - Mar 2011 7
Cfd Investments, Inc. Kokomo, IN Nov 2003 - Dec 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for Roy E. Nunn
Phone Number: 877-832-3847
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    81
    MILLIONS
  • Total Number of Accounts
    1,250
    ACCOUNTS
  • Average Account Value
    $64,990
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, FL, GA, IA, IL, KS, KY, LA, MD, MI, MO, MS, NC, NY, OH, PA, TN, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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