Sycamore Financial Advisors, Inc.

Sycamore Financial Advisors, Inc. (CRD# 108628) is a financial advisory firm headquartered in Humboldt, TN. They manage $47,606,229 in 397 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    397
    ACCOUNTS
  • Average Account Value
    $119,915
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
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, TX

Financial Advisors at Sycamore Financial Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Leslie I. Jaco
CRD#: 1198112
1420 Osborne St., Suite B16, Humboldt, TN 38343
93
Wealthminder
score

Leslie Jaco (CRD# 1198112) is an Investment Advisor Representative working at Sycamore Financial Advisors, Inc. in Humboldt, TN and has over 12 years of experience in the finance industry.

2
Paul B. Shanklin
CRD#: 4954897
Cordova, TN
93
Wealthminder
score

Paul Shanklin (CRD# 4954897) is an Investment Advisor Representative working at Sycamore Financial Advisors, Inc. in Cordova, TN and has over 12 years of experience in the finance industry.

3
Timothy L. Shanklin
CRD#: 1991966
1420 Osborne St., Suite B16, P O Box 401, Humboldt, TN 38343
93
Wealthminder
score

Timothy Shanklin (CRD# 1991966) is an Investment Advisor Representative working at Sycamore Financial Advisors, Inc. in Humboldt, TN and has over 28 years of experience in the finance industry.

4
Robert T. Tucker
CRD#: 2891673
1420 Osborne St., Suite B16, Humboldt, TN 38343
93
Wealthminder
score

Robert Tucker (CRD# 2891673) is an Investment Advisor Representative working at Sycamore Financial Advisors, Inc. in Humboldt, TN and has over 20 years of experience in the finance industry.

5
James A. Brown
CRD#: 32435
4333 Wallace Ln, Nashville, TN 37215
83
Wealthminder
score

James Brown (CRD# 32435) is an Investment Advisor Representative working at Sycamore Financial Advisors, Inc. in Nashville, TN and has over 33 years of experience in the finance industry.

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