One Trusted Advisor Investments

One Trusted Advisor Investments (CRD# 130417) is a financial advisory firm headquartered in Brentwood, TN. They manage $269,441,089 in 1,016 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    269
    MILLION
  • Total Number of Accounts
    1,016
    ACCOUNTS
  • Average Account Value
    $265,198
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

CA, CO, FL, GA, KS, KY, MT, NC, PA, TN, TX, VA, WV

Financial Advisors at One Trusted Advisor Investments
Showing 1 - 3 of 3 top financial advisors.
1
R. C. Lentz
CRD#: 2633579
100 Winners Circle, Suite 220, Brentwood, TN 37027
93
Wealthminder
score

R. Lentz (CRD# 2633579) is an Investment Advisor Representative working at One Trusted Advisor Investments in Brentwood, TN and has over 21 years of experience in the finance industry.

2
Keith E. McKissock
CRD#: 5039387
100 Winners Circle, Suite 220, Brentwood, TN 37027
93
Wealthminder
score

Keith McKissock (CRD# 5039387) is an Investment Advisor Representative working at One Trusted Advisor Investments in Brentwood, TN and has over 5 years of experience in the finance industry.

3
Wade Bilbrey
CRD#: 6355014
100 Winners Circle, Suite 220, Brentwood, TN 37027
89
Wealthminder
score

Wade Bilbrey (CRD# 6355014) is an Investment Advisor Representative working at One Trusted Advisor Investments in Brentwood, TN and has over 2 years of experience in the finance industry.

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