Sycamorefinancial Advisors, Inc.

Sycamorefinancial Advisors, Inc. (CRD# 108628) is a financial advisory firm headquartered in Humboldt, TN. They manage $30,281,961 in 358 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $84,586
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

Financial Advisors at Sycamorefinancial Advisors, Inc.
Showing 1 - 4 of 4 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 Sycamorefinancial Advisors, Inc. in Humboldt, TN and has over 11 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 Sycamorefinancial Advisors, Inc. in Cordova, TN and has over 11 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 Sycamorefinancial Advisors, Inc. in Humboldt, TN and has over 27 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 Sycamorefinancial Advisors, Inc. in Humboldt, TN and has over 19 years of experience in the finance industry.

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