Caldwell Advisors, LLC
Caldwell Advisors, LLC (CRD# 144408) is a financial advisory firm headquartered in Brentwood, TN. They manage $161,303,486 in 528 accounts and serve the financial needs of clients across 3 states (or territories).
-
Total Assets Under Management161MILLION
-
Total Number of Accounts528ACCOUNTS
-
Average Account Value$305,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
GA, TN, TX
Alan Costa (CRD# 54794) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Nashville, TN and has over 35 years of experience in the finance industry.
Beverly Davis (CRD# 4833572) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Murfreesboro, TN and has over 13 years of experience in the finance industry.
Jamie Hogan (CRD# 5539525) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Brentwood, TN and has over 8 years of experience in the finance industry.
Ryan Snover (CRD# 4955129) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Brentwood, TN and has over 12 years of experience in the finance industry.
Billy Caldwell (CRD# 2183471) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Brentwood, TN and has over 26 years of experience in the finance industry.
John Cobb (CRD# 49179) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Brentwood, TN and has over 24 years of experience in the finance industry. John Cobb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.