Ssn Advisory, Inc.

Ssn Advisory, Inc. (CRD# 126090) is a financial advisory firm headquartered in Knoxville, TN. They manage $2,894,270,693 in 12,794 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,894
    MILLION
  • Total Number of Accounts
    12,794
    ACCOUNTS
  • Average Account Value
    $226,221
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Ssn Advisory, Inc.
Showing 1 - 10 of 235 top financial advisors.
1
Fred J. Abbott
CRD#: 2278230
56 Dorchester Square N, Suite 100, Westerville, OH 43082

Fred Abbott (CRD# 2278230) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Westerville, OH and has over 26 years of experience in the finance industry. Fred Abbott 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
Stephen M. Acerra
CRD#: 2054637
75 Adams St., Milton, MA 02186

Stephen Acerra (CRD# 2054637) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Milton, MA and has over 29 years of experience in the finance industry.

3
Robert P. Ahler
CRD#: 2790169
9729 Cogdill Road, Suite 301, Knoxville, TN 37932

Robert Ahler (CRD# 2790169) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Knoxville, TN and has over 23 years of experience in the finance industry.

4
Mason P. Alexander
CRD#: 4437966
431 Ohio Pike, Suite 110, Cincinnati, OH 45255

Mason Alexander (CRD# 4437966) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Cincinnati, OH and has over 18 years of experience in the finance industry. Mason Alexander 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.

5
Lucas R. Amell
CRD#: 6656853
405 North Calhoun Rd, Suite 106, Brookfield, WI 53005

Lucas Amell (CRD# 6656853) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Brookfield, WI and has over 3 years of experience in the finance industry.

6
Melanie W. Anderson
CRD#: 1939668
1410 Techny Rd, Northbrook, IL 60062

Melanie Anderson (CRD# 1939668) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Northbrook, IL and has over 28 years of experience in the finance industry. Melanie Anderson 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.

7
John C. Arata
CRD#: 2296806
31620 23rd Ave., Suite 309, Federal Way, WA 98003

John Arata (CRD# 2296806) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Federal Way, WA and has over 27 years of experience in the finance industry.

8
Glennon A. Arnold
CRD#: 2459842
16100 Chesterfiled Parkway, Suite 165, Chesterfield, MO 63017

Glennon Arnold (CRD# 2459842) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Chesterfield, MO and has over 26 years of experience in the finance industry.

9
William B. Ashworth
CRD#: 2058302
3335 E Miraloma Ave, Suite 147, Anaheim, CA 92806

William Ashworth (CRD# 2058302) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Anaheim, CA and has over 23 years of experience in the finance industry.

10
Lori M. Barone
CRD#: 2988502
7512 South County Line Rd, Suite 1, Burr Ridge, IL 60527

Lori Barone (CRD# 2988502) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Burr Ridge, IL and has over 22 years of experience in the finance industry. Lori Barone 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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