Thoroughbred Financial Services, LLC

Thoroughbred Financial Services, LLC (CRD# 47893) is a financial advisory firm headquartered in Brentwood, TN. They manage $2,440,440,866 in 6,087 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,440
    MILLION
  • Total Number of Accounts
    6,087
    ACCOUNTS
  • Average Account Value
    $400,927
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MD, MS, NC, OH, OK, PA, SC, TN, TX, VA, WA

Financial Advisors at Thoroughbred Financial Services, LLC
Showing 1 - 10 of 31 top financial advisors.
1
Michael F. Allan
CRD#: 3051
7 Security Drive, Jackson, TN 38305

Michael Allan (CRD# 3051) is an Investment Advisor Representative working at Thoroughbred Financial Services, LLC in Jackson, TN and has over 39 years of experience in the finance industry.

2
Graham M. Allen
CRD#: 1561850
5110 Maryland Way, Suite 300, Brentwood, TN 37027

Graham Allen (CRD# 1561850) is an Investment Advisor Representative working at Thoroughbred Financial Services, LLC in Brentwood, TN and has over 37 years of experience in the finance industry.

3
John S. Atkins
CRD#: 709695
5110 Maryland Way, Suite 300, Brentwood, TN 37027

John Atkins (CRD# 709695) is an Investment Advisor Representative working at Thoroughbred Financial Services, LLC in Brentwood, TN and has over 42 years of experience in the finance industry.

4
John M. Fussell
CRD#: 2742780
5110 Maryland Way, Suite 300, Brentwood, TN 37027

John Fussell (CRD# 2742780) is an Investment Advisor Representative working at Thoroughbred Financial Services, LLC in Brentwood, TN and has over 27 years of experience in the finance industry.

5
Michael E. Goldston
CRD#: 867394
5110 Maryland Way, Suite 300, Brentwood, TN 37027

Michael Goldston (CRD# 867394) is an Investment Advisor Representative working at Thoroughbred Financial Services, LLC in Brentwood, TN and has over 38 years of experience in the finance industry.

6
Heather O. Hale
CRD#: 4470449
5110 Maryland Way, Suite 300, Brentwood, TN 37027

Heather Hale (CRD# 4470449) is an Investment Advisor Representative working at Thoroughbred Financial Services, LLC in Brentwood, TN and has over 22 years of experience in the finance industry.

7
Lawrence R. Hartley
CRD#: 1235172
5110 Maryland Way, Suite 300, Brentwood, TN 37027

Lawrence Hartley (CRD# 1235172) is an Investment Advisor Representative working at Thoroughbred Financial Services, LLC in Brentwood, TN and has over 39 years of experience in the finance industry.

8
Jack C. Herndon
CRD#: 1286530
5110 Maryland Way, Suite 300, Brentwood, TN 37027

Jack Herndon (CRD# 1286530) is an Investment Advisor Representative working at Thoroughbred Financial Services, LLC in Brentwood, TN and has over 39 years of experience in the finance industry.

9
Daniel J. Kelly
CRD#: 2378762
7 Security Drive, Jackson, TN 38305

Daniel Kelly (CRD# 2378762) is an Investment Advisor Representative working at Thoroughbred Financial Services, LLC in Jackson, TN and has over 30 years of experience in the finance industry.

10
Carl V. Lee
CRD#: 709707
7 Security Drive, Jackson, TN 38305

Carl Lee (CRD# 709707) is an Investment Advisor Representative working at Thoroughbred Financial Services, LLC in Jackson, TN and has over 22 years of experience in the finance industry.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.