Hms Investment Advisors

Hms Investment Advisors (CRD# 149764) is a financial advisory firm headquartered in Nashville, TN. They manage $137,271,080 in 289 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    289
    ACCOUNTS
  • Average Account Value
    $474,986
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
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
  • 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.

AL, AR, FL, KY, LA, TN, TX

Financial Advisors at Hms Investment Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Portia H. Wells
CRD#: 4843365
5130 Ashland City Hwy, Nashville, TN 37218
96
Wealthminder
score

Portia Wells (CRD# 4843365) is an Investment Advisor Representative working at Hms Investment Advisors in Nashville, TN and has over 11 years of experience in the finance industry. Portia Wells 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
Dana M. Brisendine
CRD#: 2360831
5130 Ashland City Hwy, Nashville, TN 37218
93
Wealthminder
score

Dana Brisendine (CRD# 2360831) is an Investment Advisor Representative working at Hms Investment Advisors in Nashville, TN and has over 9 years of experience in the finance industry.

3
Philip P. Thomas
CRD#: 1158925
95 White Bridge Road, Site 414, Nashville, TN 37205
93
Wealthminder
score

Philip Thomas (CRD# 1158925) is an Investment Advisor Representative working at Hms Investment Advisors in Nashville, TN and has over 33 years of experience in the finance industry.

4
George B. Stadler
CRD#: 1228418
5130 Ashland City Hwy, Nashville, TN 37218
90
Wealthminder
score

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
Angela M. Helbig
CRD#: 5277632
5130 Ashland City Hwy, Nashville, TN 37218
86
Wealthminder
score

Angela Helbig (CRD# 5277632) is an Investment Advisor Representative working at Hms Investment Advisors in Nashville, TN and has over 9 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.