&partners

&partners (CRD# 3767) is a financial advisory firm headquartered in Nashville, TN. They manage $1,173,060,409 in 3,051 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,173
    MILLION
  • Total Number of Accounts
    3,051
    ACCOUNTS
  • Average Account Value
    $384,484
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 11 - 20 of 84 top financial advisors.
11
Joseph R. Curcio
CRD#: 807179
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215

Joseph Curcio (CRD# 807179) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 44 years of experience in the finance industry.

12
Christina L. Dewitt
CRD#: 4897614
40 Burton Hills Blvd., Suite 350, Nashville, TN 37215

Christina Dewitt (CRD# 4897614) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 19 years of experience in the finance industry.

13
Robert G. Elliott
CRD#: 2289928
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215

Robert Elliott (CRD# 2289928) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 31 years of experience in the finance industry.

14
Sarah Elliott
CRD#: 6967269
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215

Sarah Elliott (CRD# 6967269) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 5 years of experience in the finance industry.

15
Joshua J. Embry
CRD#: 2906950
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215

Joshua Embry (CRD# 2906950) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 26 years of experience in the finance industry.

16
Thomas P. Espy
CRD#: 1267283
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215

Thomas Espy (CRD# 1267283) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 39 years of experience in the finance industry.

17
Billy J. Estes
CRD#: 4814625
928 Washington St., Columbia, SC 29201

Billy Estes (CRD# 4814625) is an Investment Advisor Representative working at &partners in Columbia, SC and has over 19 years of experience in the finance industry.

18
Joshua B. Estes
CRD#: 6883883
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215

Joshua Estes (CRD# 6883883) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 6 years of experience in the finance industry.

19
Derrick C. Fort
CRD#: 6010557
40 Burton Hills Blvd., Suite 350, Nashville, TN 37215

Derrick Fort (CRD# 6010557) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 12 years of experience in the finance industry.

20
Mechel K. Frost
CRD#: 2239951
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215

Mechel Frost (CRD# 2239951) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 31 years of experience in the finance industry.

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