Hms Investment Advisors

Hms Investment Advisors (CRD# 149764) is a financial advisory firm headquartered in Nashville, TN. They manage $230,194,723 in 365 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
5130 Ashland City Hwy, Nashville, TN 37218
http://www.hmscm.com
By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    365
    ACCOUNTS
  • Average Account Value
    $630,670
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, CA, CO, FL, KY, NJ, TN, TX, VA

Financial Advisors at Hms Investment Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Dana Brisendine, financial advisor Nashville TN
Dana M. Brisendine
CRD#: 2360831
5130 Ashland City Hwy, Nashville, TN 37218

Dana Brisendine (CRD# 2360831) is an Investment Advisor Representative working at Hms Investment Advisors in Nashville, TN and has over 17 years of experience in the finance industry.

2
Bryan Fastenau, financial advisor Nashville TN
Bryan Fastenau
CRD#: 6937531
5130 Ashland City Hwy, Nashville, TN 37218

Bryan Fastenau (CRD# 6937531) is an Investment Advisor Representative working at Hms Investment Advisors in Nashville, TN and has 1 year of experience in the finance industry.

3
Angela Robinson, financial advisor Nashville TN
Angela M. Robinson
CRD#: 5277632
5130 Ashland City Hwy, Nashville, TN 37218

Angela Robinson (CRD# 5277632) is an Investment Advisor Representative working at Hms Investment Advisors in Nashville, TN and has over 17 years of experience in the finance industry.

4
George Stadler, financial advisor Nashville TN
George B. Stadler
CRD#: 1228418
5130 Ashland City Hwy, Nashville, TN 37218

George Stadler (CRD# 1228418) is an Investment Advisor Representative working at Hms Investment Advisors in Nashville, TN and has 1 year of experience in the finance industry.

5
Philip Thomas, financial advisor Nashville TN
Philip P. Thomas
CRD#: 1158925
5130 Ashland City Hwy, Nashville, TN 37218

Philip Thomas (CRD# 1158925) is an Investment Advisor Representative working at Hms Investment Advisors in Nashville, TN and has over 40 years of experience in the finance industry.

6
Portia Wells, financial advisor Nashville TN
Portia H. Wells
CRD#: 4843365
5130 Ashland City Hwy, Nashville, TN 37218

Portia Wells (CRD# 4843365) is an Investment Advisor Representative working at Hms Investment Advisors in Nashville, TN and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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