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 21 - 30 of 235 top financial advisors.
21
Jason P. Bressler
CRD#: 2662673
1801 Greenview Dr Sw, Suite 104, Rochester, MN 55902

Jason Bressler (CRD# 2662673) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Rochester, MN and has over 24 years of experience in the finance industry.

22
Adam R. Brown
CRD#: 6677477
201 S Illinois Ave, Oak Ridge, TN 37830

Adam Brown (CRD# 6677477) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Oak Ridge, TN and has over 3 years of experience in the finance industry.

23
Bruce T. Brown
CRD#: 2495280
1005 Hay St, Suite 100, Fayetteville, NC 28305

Bruce Brown (CRD# 2495280) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Fayetteville, NC and has over 25 years of experience in the finance industry.

24
Joshua A. Brunner
CRD#: 3267348
13 East Deer Park Dr, Gaithersburg, MD 20877

Joshua Brunner (CRD# 3267348) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Gaithersburg, MD and has over 5 years of experience in the finance industry. Joshua Brunner 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.

25
Kee L. Bubbenmoyer
CRD#: 837349
Kerrville, TX

Kee Bubbenmoyer (CRD# 837349) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Kerrville, TX and has over 33 years of experience in the finance industry.

26
James S. Burcham
CRD#: 1233604
Dunkirk, MD

James Burcham (CRD# 1233604) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Dunkirk, MD and has over 35 years of experience in the finance industry. James Burcham 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.

27
Barry H. Cantor
CRD#: 6357453
13 East Deer Park Dr, Gaithersburg, MD 20877

Barry Cantor (CRD# 6357453) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Gaithersburg, MD and has over 5 years of experience in the finance industry.

28
Joseph P. Capuano
CRD#: 4455171
Bridgewater, NJ

Joseph Capuano (CRD# 4455171) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Bridgewater, NJ and has over 18 years of experience in the finance industry. Joseph Capuano 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.

29
Charles B. Carlton
CRD#: 1363606
1512 Alex Drive, Rock Ridge Office Park, Birmingham, AL 35210

Charles Carlton (CRD# 1363606) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Birmingham, AL and has over 34 years of experience in the finance industry. Charles Carlton 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.

30
Charles W. Cato
CRD#: 2598259
Brentwood, TN

Charles Cato (CRD# 2598259) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Brentwood, TN and has over 25 years of experience in the finance industry.

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