Waymon Tipton, financial advisor Nashville TN
96 score

Waymon Tipton

CRD Number: 1434080
Current Firm: Avondale Partners, LLC

Waymon Tipton (CRD# 1434080) is an Investment Advisor Representative working at Avondale Partners, LLC in Nashville, TN and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Avondale Partners, LLC Nashville, TN Jan 2013 - Current 3
Stephens Nashville, TN Jul 2010 - Jan 2013 2
Morgan Stanley Smith Barney Nashville, TN Jun 2009 - Jul 2010 1
Citigroup Global Markets Inc. Nashville, TN Apr 2002 - Jun 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
S65 NASAA Investment Advisors Law Examination Sep 1992
S66 NASAA Uniform Combined State Law Examination Jul 2001
Contact Info for Waymon R. Tipton
Phone Number: 615-467-3500
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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