&partners
&partners (CRD# 3767) is a financial advisory firm headquartered in Nashville, TN. They manage $1,173,060,409 in 3,051 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management1,173MILLION
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Total Number of Accounts3,051ACCOUNTS
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Average Account Value$384,484
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
John Pettina (CRD# 1704018) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 36 years of experience in the finance industry.
Frank Phillips (CRD# 5155331) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 4 years of experience in the finance industry.
Elizabeth Quillin (CRD# 3079688) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 23 years of experience in the finance industry.
Wayne Rogers (CRD# 4911243) is an Investment Advisor Representative working at &partners in Midland, TX and has over 18 years of experience in the finance industry.
James Rohrbaugh (CRD# 4786043) is an Investment Advisor Representative working at &partners in Saint Louis, MO and has over 14 years of experience in the finance industry.
Rhett Shockey (CRD# 4873282) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 19 years of experience in the finance industry.
Scott Spang (CRD# 2432221) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 30 years of experience in the finance industry.
James Stanford (CRD# 2282401) is an Investment Advisor Representative working at &partners in Fort Worth, TX and has over 31 years of experience in the finance industry.
Janet Talis (CRD# 5433481) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 15 years of experience in the finance industry.
Warren Terry (CRD# 4281503) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 23 years of experience in the finance industry.