Wealth Preservation Advisors, LLC

Wealth Preservation Advisors, LLC (CRD# 167518) is a financial advisory firm headquartered in Chattanooga, TN. They manage $159,946,365 in 455 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    455
    ACCOUNTS
  • Average Account Value
    $351,530
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
  • 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.

FL, GA, KY, NY, OH, TN, TX

Financial Advisors at Wealth Preservation Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Todd E. Phillips
CRD#: 3268999
832 Georgia Avenue, Chattanooga, TN 37402
93
Wealthminder
score

Todd Phillips (CRD# 3268999) is an Investment Advisor Representative working at Wealth Preservation Advisors, LLC in Chattanooga, TN and has over 17 years of experience in the finance industry.

2
Gene R. Rice
CRD#: 2944080
832 Georgia Avenue, Chattanooga, TN 37402
93
Wealthminder
score

Gene Rice (CRD# 2944080) is an Investment Advisor Representative working at Wealth Preservation Advisors, LLC in Chattanooga, TN and has over 20 years of experience in the finance industry.

3
Lynn E. Seeger
CRD#: 3196047
832 Georgia Avenue, Chattanooga, TN 37402
93
Wealthminder
score

Lynn Seeger (CRD# 3196047) is an Investment Advisor Representative working at Wealth Preservation Advisors, LLC in Chattanooga, TN and has over 16 years of experience in the finance industry.

4
Nina K. Strozak
CRD#: 3157452
832 Georgia Avenue, Chattanooga, TN 37402
93
Wealthminder
score

Nina Strozak (CRD# 3157452) is an Investment Advisor Representative working at Wealth Preservation Advisors, LLC in Chattanooga, TN and has over 18 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.