Gavion, LLC

Gavion, LLC (CRD# 167807) is a financial advisory firm headquartered in Memphis, TN. They manage $99,820,879 in 15 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $6,654,725
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

FL, LA, NY, TN, TX

Financial Advisors at Gavion, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Jeffrey F. Barnes
CRD#: 2296399
6000 Poplar Avenue, Suite 325, Memphis, TN 38119
96
Wealthminder
score

Jeffrey Barnes (CRD# 2296399) is an Investment Advisor Representative working at Gavion, LLC in Memphis, TN and has over 23 years of experience in the finance industry. Jeffrey Barnes 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.

2
Scott A. Arnwine
CRD#: 4531292
6000 Poplar Avenue, Suite 325, Memphis, TN 38119
93
Wealthminder
score

Scott Arnwine (CRD# 4531292) is an Investment Advisor Representative working at Gavion, LLC in Memphis, TN and has over 14 years of experience in the finance industry.

3
Ian M. Janecek
CRD#: 3190911
6000 Poplar Avenue, Suite 325, Memphis, TN 38119
93
Wealthminder
score

Ian Janecek (CRD# 3190911) is an Investment Advisor Representative working at Gavion, LLC in Memphis, TN and has over 12 years of experience in the finance industry.

4
Brian L. Jones
CRD#: 2153188
6000 Poplar Avenue, Suite 325, Memphis, TN 38119
93
Wealthminder
score

Brian Jones (CRD# 2153188) is an Investment Advisor Representative working at Gavion, LLC in Memphis, TN and has over 25 years of experience in the finance industry.

5
Robert A. Longfield
CRD#: 2099575
6000 Poplar Avenue, Suite 325, Memphis, TN 38119
93
Wealthminder
score

Robert Longfield (CRD# 2099575) is an Investment Advisor Representative working at Gavion, LLC in Memphis, TN and has over 25 years of experience in the finance industry.

6
Michael E. Perdzock
CRD#: 2099576
6000 Poplar Avenue, Suite 325, Memphis, TN 38119
93
Wealthminder
score

Michael Perdzock (CRD# 2099576) is an Investment Advisor Representative working at Gavion, LLC in Memphis, TN and has over 25 years of experience in the finance industry.

7
Curtis W. Williams
CRD#: 6064672
6000 Poplar Avenue, Suite 325, Memphis, TN 38119
90
Wealthminder
score

Curtis Williams (CRD# 6064672) is an Investment Advisor Representative working at Gavion, LLC in Memphis, TN and has over 4 years of experience in the finance industry.

8
Edward D. Shanklin
CRD#: 1852074
New Orleans, LA
36
Wealthminder
score

Edward Shanklin (CRD# 1852074) is an Investment Advisor Representative working at Gavion, LLC in New Orleans, LA and has over 21 years of experience in the finance industry.

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