Weaver C. Barksdale & Associates, Inc.

Weaver C. Barksdale & Associates, Inc. (CRD# 105098) is a financial advisory firm headquartered in Nashville, TN. They manage $4,148,436,181 in 124 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,148
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $33,455,130
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, IL, LA, NC, NJ, NY, PA, TN, TX

Financial Advisors at Weaver C. Barksdale & Associates, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Timothy A. Carpenter
CRD#: 1688556
One Burton Hills Blvd, Suite 100, Nashville, TN 37215
93
Wealthminder
score

Timothy Carpenter (CRD# 1688556) is an Investment Advisor Representative working at Weaver C. Barksdale & Associates, Inc. in Nashville, TN and has over 28 years of experience in the finance industry.

2
Xin Liu
CRD#: 4911820
10 Cadillac Drive, Suite 450, Brentwood, TN 37027
93
Wealthminder
score

Xin Liu (CRD# 4911820) is an Investment Advisor Representative working at Weaver C. Barksdale & Associates, Inc. in Brentwood, TN and has over 11 years of experience in the finance industry.

3
Robert W. O'donnell
CRD#: 5634746
One Burton Hills Blvd, Suite 100, Nashville, TN 37215
93
Wealthminder
score

Robert O'donnell (CRD# 5634746) is an Investment Advisor Representative working at Weaver C. Barksdale & Associates, Inc. in Nashville, TN and has over 7 years of experience in the finance industry.

4
Frank G. Puryear
CRD#: 1984403
One Burton Hills Blvd, Suite 100, Nashville, TN 37215
93
Wealthminder
score

Frank Puryear (CRD# 1984403) is an Investment Advisor Representative working at Weaver C. Barksdale & Associates, Inc. in Nashville, TN and has over 27 years of experience in the finance industry.

5
Deena K. Raja
CRD#: 2974983
One Burton Hills Blvd, Suite 100, Nashville, TN 37215
93
Wealthminder
score

Deena Raja (CRD# 2974983) is an Investment Advisor Representative working at Weaver C. Barksdale & Associates, Inc. in Nashville, TN and has over 18 years of experience in the finance industry.

6
Ann L. Roberts
CRD#: 2195221
One Burton Hills Blvd,, Suite 100, Nashville, TN 37215
93
Wealthminder
score

Ann Roberts (CRD# 2195221) is an Investment Advisor Representative working at Weaver C. Barksdale & Associates, Inc. in Nashville, TN and has over 21 years of experience in the finance industry.

7
James R. Story
CRD#: 4684986
One Burton Hills Blvd, Suite 100, Nashville, TN 37215
93
Wealthminder
score

James Story (CRD# 4684986) is an Investment Advisor Representative working at Weaver C. Barksdale & Associates, Inc. in Nashville, TN and has over 13 years of experience in the finance industry.

8
Ellen O. Carr
CRD#: 3083316
One Burton Hills Blvd, Suite 100, Nashville, TN 37215
90
Wealthminder
score

Ellen Carr (CRD# 3083316) is an Investment Advisor Representative working at Weaver C. Barksdale & Associates, Inc. in Nashville, TN and has 1 year of experience in the finance industry.

9
John E. McDowell
CRD#: 1522029
One Burton Hills Blvd, Suite 100, Nashville, TN 37215
87
Wealthminder
score

John McDowell (CRD# 1522029) is an Investment Advisor Representative working at Weaver C. Barksdale & Associates, Inc. in Nashville, TN and has 1 year of experience in the finance industry.

10
Charles H. Webb
CRD#: 4344725
One Burton Hills Blvd, Suite 100, Nashville, TN 37215
87
Wealthminder
score

Charles Webb (CRD# 4344725) is an Investment Advisor Representative working at Weaver C. Barksdale & Associates, Inc. in Nashville, TN and has 1 year of experience in the finance industry.

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