Pfm Advisor

Pfm Advisor (CRD# 109780) is a financial advisory firm headquartered in Nashville, TN. They manage $39,820,938 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $1,731,345
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

TN

Financial Advisors at Pfm Advisor
Showing 1 - 1 of 1 top financial advisors.
1
Charles E. Nash
CRD#: 1306980
3100 West End Avenue, Suite 1290, Nashville, TN 37203
96
Wealthminder
score

Charles Nash (CRD# 1306980) is an Investment Advisor Representative working at Pfm Advisor in Nashville, TN and has over 33 years of experience in the finance industry. Charles Nash 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.

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