Cogentblue
Cogentblue (CRD# 312899) is a financial advisory firm headquartered in Knoxville, TN. They manage $625,792,706 in 394 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management626MILLION
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Total Number of Accounts394ACCOUNTS
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Average Account Value$1,588,306
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
GA, ME, NH, TN
Robert Bolen (CRD# 1557289) is an Investment Advisor Representative working at Cogentblue in Franklin, TN and has over 36 years of experience in the finance industry.
Wesley Brown (CRD# 5422855) is an Principal working at CogentBlue Wealth Advisors, LLC in Knoxville, TN and has over 11 years of experience in the finance industry. Wes 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Leighton Hart (CRD# 4356164) is an Investment Advisor Representative working at Cogentblue in Knoxville, TN and has over 23 years of experience in the finance industry.
Peter Richards (CRD# 7473696) is an Investment Advisor Representative working at Cogentblue in Knoxville, TN and has 1 year of experience in the finance industry.