Revolution Partners, LLC

Revolution Partners, LLC (CRD# 170310) is a financial advisory firm headquartered in Memphis, TN. They manage $36,390,000 in 139 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $261,799
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 - 5 of 5 top financial advisors.
1
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 11 years of experience in the finance industry.

2
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 22 years of experience in the finance industry.

3
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.

4
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 29 years of experience in the finance industry.

5
Matthew T. Hedgepeth
CRD#: 5753539
700 Colonial Road, Suite 105, Memphis, TN 38117
88
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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.