&partners

&partners (CRD# 3767) is a financial advisory firm headquartered in Nashville, TN. They manage $663,841,896 in 1,810 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    664
    MILLION
  • Total Number of Accounts
    1,810
    ACCOUNTS
  • Average Account Value
    $366,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at &partners
Showing 1 - 10 of 78 top financial advisors.
1
Robert S. Adrian
CRD#: 2603585
40 Burton Hills Blvd., Suite 350, Nashville, TN 37215

Robert Adrian (CRD# 2603585) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 28 years of experience in the finance industry.

2
Abigail K. Allen
CRD#: 4867711
Weldon Spring, MO

Abigail Allen (CRD# 4867711) is an Investment Advisor Representative working at &partners in Weldon Spring, MO and has over 19 years of experience in the finance industry.

3
James G. Anderson
CRD#: 3261020
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215

James Anderson (CRD# 3261020) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 24 years of experience in the finance industry.

4
Nancy Bach
CRD#: 2965514
40 Burton Hills Blvd., Suite 350, Nashville, TN 37215

Nancy Bach (CRD# 2965514) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 24 years of experience in the finance industry.

5
Ryan W. Barber
CRD#: 4844694
3730 Ne Troon Drive, Lees Summit, MO 64064

Ryan Barber (CRD# 4844694) is an Investment Advisor Representative working at &partners in Lees Summit, MO and has over 19 years of experience in the finance industry.

6
Wesley R. Beumer
CRD#: 5527840
40 Burton Hills Blvd., Suite 350, Nashville, TN 37215

Wesley Beumer (CRD# 5527840) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 15 years of experience in the finance industry.

7
Bruce F. Bickley
CRD#: 1019803
Santa Rosa Beach, FL

Bruce Bickley (CRD# 1019803) is an Investment Advisor Representative working at &partners in Santa Rosa Beach, FL and has over 42 years of experience in the finance industry.

8
Mitchell C. Briggs
CRD#: 6280866
40 Burton Hills Blvd., Suite 350, Nashville, TN 37215

Mitchell Briggs (CRD# 6280866) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 9 years of experience in the finance industry.

9
Damon W. Byrd
CRD#: 4202546
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215

Damon Byrd (CRD# 4202546) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 23 years of experience in the finance industry.

10
Thomas A. Campbell
CRD#: 5964351
40 Burton Hills Blvd., Suite 350, Nashville, TN 37215

Thomas Campbell (CRD# 5964351) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 12 years of experience in the finance industry.

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