James Hackney, financial advisor Nashville TN

James Hackney

CRD Number: 4475351
Current Firm: Cypress Capital Advisors, LLC

James Hackney (CRD# 4475351) is an Investment Advisor Representative working at Cypress Capital Advisors, LLC in Nashville, TN and has over 22 years of experience in the finance industry. James Hackney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cypress Capital Advisors, LLC Brentwood, TN Jun 2017 - Current 6
James T. Hackney Nashville, TN Jun 2017 - Current 6
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2007 - Jul 2017 10
Northwestern Mutual Investment Services LLC Milwaukee, WI Nov 2001 - Jul 2017 15
Northwestern Mutual Life Insurance Co Milwaukee, WI Nov 2001 - Jun 2017 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S66 NASAA Uniform Combined State Law Examination Jun 2006
Contact Info for James T. Hackney
Phone Number: 615-467-6075
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    271
    MILLIONS
  • Total Number of Accounts
    1,216
    ACCOUNTS
  • Average Account Value
    $222,638
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, GA, MD, NC, NH, TN, TX, VA

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