Sycamore Financial Advisors, Inc.
Sycamore Financial Advisors, Inc. (CRD# 108628) is a financial advisory firm headquartered in Humboldt, TN. They manage $81,148,820 in 375 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management81MILLION
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Total Number of Accounts375ACCOUNTS
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Average Account Value$216,397
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TN, TX
James Brown (CRD# 32435) is an Investment Advisor Representative working at Sycamore Financial Advisors, Inc. in Nashville, TN and has over 38 years of experience in the finance industry.
Leslie Jaco (CRD# 1198112) is an Investment Advisor Representative working at Sycamore Financial Advisors, Inc. in Humboldt, TN and has over 18 years of experience in the finance industry.
Paul Shanklin (CRD# 4954897) is an Investment Advisor Representative working at Sycamore Financial Advisors, Inc. in Cordova, TN and has over 18 years of experience in the finance industry.
Timothy Shanklin (CRD# 1991966) is an Investment Advisor Representative working at Sycamore Financial Advisors, Inc. in Humboldt, TN and has over 34 years of experience in the finance industry.
Robert Tucker (CRD# 2891673) is an Investment Advisor Representative working at Sycamore Financial Advisors, Inc. in Humboldt, TN and has over 26 years of experience in the finance industry.