Appleton Cantrell LLC

Appleton Cantrell LLC (CRD# 240787) is a financial advisory firm headquartered in Memphis, TN. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Appleton Cantrell LLC
Showing 1 - 1 of 1 top financial advisors.
1
Luis Rodriguez
CRD#: 6225437
4728 Spottswood Ave., Suite 258, Memphis, TN 38117
69
Wealthminder
score

Luis Rodriguez (CRD# 6225437) is an Investment Advisor Representative working at Appleton Cantrell LLC in Memphis, TN and has over 3 years of experience in the finance industry.

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