Revolution Partners, LLC

Revolution Partners, LLC (CRD# 170310) is a financial advisory firm headquartered in Memphis, TN. They manage $50,176,000 in 192 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $261,333
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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 Revolution Partners, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Wesley H. Lacey
CRD#: 5247773
700 Colonial Road, Suite 105, Memphis, TN 38117
96
Wealthminder
score

Wesley Lacey (CRD# 5247773) is an Investment Advisor Representative working at Revolution Partners, LLC in Memphis, TN and has over 9 years of experience in the finance industry. Wesley Lacey 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
Lauren M. Sekerke
CRD#: 4977959
700 Colonial Road, Suite 105, Memphis, TN 38117
96
Wealthminder
score

Lauren Sekerke (CRD# 4977959) is an Investment Advisor Representative working at Revolution Partners, LLC in Memphis, TN and has over 12 years of experience in the finance industry.

3
Paul B. Fowler
CRD#: 2596604
700 Colonial Road, Suite 105, Memphis, TN 38117
93
Wealthminder
score

Paul Fowler (CRD# 2596604) is an Investment Advisor Representative working at Revolution Partners, LLC in Memphis, TN and has over 23 years of experience in the finance industry.

4
Robert F. Lloyd
CRD#: 2291892
700 Colonial Road, Suite 105, Memphis, TN 38117
93
Wealthminder
score

Robert Lloyd (CRD# 2291892) is an Investment Advisor Representative working at Revolution Partners, LLC in Memphis, TN and has over 25 years of experience in the finance industry.

5
John G. Moss
CRD#: 1525857
700 Colonial Road, Suite 105, Memphis, TN 38117
93
Wealthminder
score

John Moss (CRD# 1525857) is an Investment Advisor Representative working at Revolution Partners, LLC in Memphis, TN and has over 30 years of experience in the finance industry.

6
Matthew T. Hedgepeth
CRD#: 5753539
700 Colonial Road, Suite 105, Memphis, TN 38117
90
Wealthminder
score

Matthew Hedgepeth (CRD# 5753539) is an Investment Advisor Representative working at Revolution Partners, LLC in Memphis, TN and has over 3 years of experience in the finance industry.

7
Amanda G. Pounders
CRD#: 5822716
700 Colonial Road, Suite 105, Memphis, TN 38117
87
Wealthminder
score

Amanda Pounders (CRD# 5822716) is an Investment Advisor Representative working at Revolution Partners, LLC in Memphis, TN and has 1 year of experience in the finance industry.

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