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Find Top Financial Advisors in Tennessee


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Qualifications of Financial Advisor in Tennessee

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Financial Advisors in Tennessee
Financial Advisor Office Location Phone Number
Dan Hill
Paul Winkler Inc
725 Cool Springs Blvd,
Franklin, TN  37067
(757) 870-3153
James Miller
Lincoln Financial Advisors Corp.
2100 West End Ave., Suite 800,
Nashville, TN  37203
(615) 750-0224
Quentin L. Ledford, ChFC, RIA
Cambridge Investment Research, Inc.
125 Point Road,
Crossville, TN  38571
(931) 261-6329
Larry Prislovsky
L.P.Financial Advisors.Inc
10420 Jackosn Oaks Way suite 100,
Knoxville, TN  37922
(865) 691-1130
Jonathan Bednar
Paradigm Wealth Partners
2099 Thunderhead Rd,
Knoxville, TN  37922
(865) 251-0808
Dale Kelly
Edelman Financial Engines, LLC
6242 Poplar Avenue,
Memphis, TN  38119
(901) 751-7272
Brett Stephens
Edelman Financial Engines, LLC
150 Lovell Road Suite 104,
Knoxville, TN  37934
(865) 671-4900
Scott Buell
Edelman Financial Engines, LLC
109 West Park Suite 120,
Brentwood, TN  37027
201 E. Main St. Ste. 405,
Murfreesboro, TN  37130
(615) 778-3232
(615) 778-3264
Chris Scherba,ChFC
Questar Capital Corporation
164 Cherokee Road,
Hendersonville, TN  37075
(615) 447-5020
Arturo Neto
NFG Wealth Advisors / Neto Financial Group
367 Riverside Drive,
Franklin, TN  37064
(615) 436-2127

Information on Qualified Financial Advisors in Tennessee

Office Location 725 Cool Springs Blvd,
Suite 600,
Franklin,
TN 
37067
Phone Number (757) 8703153

About Paul Winkler Inc

Technologies, political administrations and financial challenges will change, but like the principles for successfully navigating a boat, the principles for managing your investment portfolio remain constant - no matter what your craft! Maintaining your "sanity" in even normal times is a challenge when it comes to your investments. Add some choice new tax laws, reshaping the landscape in America's healthcare, continued struggles in the Middle East and upheaval in the European Union and it can get downright frustrating. At the end of the day, though, a diversified portfolio across the free world's capital markets have consistently provided a significant return in excess of inflation. Government bonds the world over continue to be the best source of stability for the fixed income allocation in a portfolio. Our goal is to help you focus on what truly matters in order to achieve peace of mind about your investments and make you a confident investor. Technology is great, but it's no substitute for good old, personal interaction. Don't let the technology keep you from giving us a call or firing off an email to ask us a question, or get more information about becoming one of our many confident clients. We look forward to seeing how we can be a part of making your dreams come true and watching you become a confident investor!



Qualifications CRD# 3146396
FirmCRD# 3978
Series 7, 63, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 2100 West End Ave., Suite 800,
Nashville,
TN 
37203
Phone Number (615) 7500224

About Lincoln Financial Advisors Corp.

My goal is to be a mathematical steward of my clients long term wealth. I am very selective of the clients that I decide to accept and prefer to work with persons who have a desire to plan for long term financial success. Service first, service last, service always.



Qualifications CRD# 1990921
FirmCRD# 134139
Series 6, 7, 63, 65, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 125 Point Road,
Crossville,
TN 
38571
Phone Number (931) 2616329

About Cambridge Investment Research, Inc.

Our purpose is to assure our clients the achievement of their goals and objectives by provided sound financial analysis and quality professional advisory services. In doing so we provide our clients with ongoing guidance for the balanced and efficient use and management of their resources as we work closely with the various legal and tax professionals of our clients to assure that the interests of our clients is fully protected and their financial security fully realized. We vow to do our utmost in proving ourselves as a trusted source of no-nonsense, clear, concise, and unbiased information and guidance to our clients. For over 25 years our clients have continued to rely on us because they know they can count on us to put their interests first.



Qualifications CRD# 4335213
FirmCRD# 4335215
Series 7, 24, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 10420 Jackosn Oaks Way suite 100,
Knoxville,
TN 
37922
Phone Number (865) 6911130

We are unique in Four Big Ways: First, "You First Simple but profound. Second, we are truly independent with our active management program for our clients. We are use the CLS and Edge Tech Analytics (active management program) for your investments needs in these volatile markets. We look forward to explaining this more in detail our modeling process and as well as our past performance. I will gladly email our link on our investment process with a quick 6 minute video upon request. You will see right away we are a truly independent and a flexible firm for the times. Third, Focused Tax Solutions. If you are looking for a blend of personal service and expertise for tax solutions, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. " Tax Preparation Professional Tax Preparation Business Tax Preparation " Individual Solutions Professional Tax Preparation Tax Planning " Business Solutions " Fourth, consolidation. We help simply your life by consolidate your financial statements into one statement with our Abridge software. For accounts larger accounts if wanted we add additional services to assist your portfolio if wanted such as managed futures, tax free 1031 exchanges, stock options calls/puts, call writing, REIT, private placements, and other tax efficient strategies. We personalized each client to his/her own values (i.e. what are you working towards) and their goals ( i.e. retirement, college funding, estate planning, and etc) . FIRST CONSULATIONS ARE FREE.

About L.P.Financial Advisors.Inc

We are unique in Four Big Ways: First, "You First" Simple but profound. Second, we are truly independent with our active management program for our clients. We are use the CLS and Edge Tech Analytics (active management program) for your investments needs in these volatile markets. We look forward to explaining this more in detail our modeling process and as well as our past performance. I will gladly email our link on our investment process with a quick 6 minute video upon request. You will see right away we are a truly independent and a flexible firm for the times. Third, Focused Tax Solutions. If you are looking for a blend of personal service and expertise for tax solutions, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. + Tax Preparation : Professional Tax Preparation Business Tax Preparation + Individual Solutions : Professional Tax Preparation Tax Planning + Business Solutions Fourth, consolidation. We help simply your life by consolidate your financial statements and taxes into one statement with our Abridge software. For accounts larger accounts if wanted we add additional services to assist your portfolio if wanted such as managed futures, tax free 1031 exchanges, stock options calls/puts, call writing, REIT, private placements, and other tax efficient strategies. We personalized each client to his/her own values (i.e. what are you working towards) and their goals ( i.e. retirement, college funding, estate planning, and etc). FIRST CONSULATIONS ARE FREE.



Qualifications CRD# 5692419
FirmCRD# 6413
Series 7, 63, 66


Office Location 2099 Thunderhead Rd,
Suite #203,
Knoxville,
TN 
37922
Phone Number (865) 2510808

Jonathan P. Bednar, II was born in Jonesboro, Arkansas and grew up in Little Rock. He graduated from the Walton College of Business, University of Arkansas, in May 2009 with a B.S.B.A. in Finance. Jonathan joined Paradigm Wealth Partners in January 2010, partnering with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guiding his clients to make informed financial decisions using financial planning as a means to solve their investment and retirement decisions In August 2014, Jonathan married his wife Rebecca (Becky) Bednar, who is a commercial banker with Pinnacle Bank. In March of 2017 they welcomed their first child, Catherine (Cate) Elizabeth Bednar, into their family. Cate is referred to the Paradigm Princess around the office.

About Paradigm Wealth Partners

Paradigm Wealth Partners is a Registered Investment Advisor firm offering fiduciary financial advice and comprehensive financial planning. We specialize in Retirement Planning, Maximizing Social Security Benefits, and Investment Management. Jonathan P. Bednar, II, CFP® is a CERTIFIED FINANCIAL PLANNER™ Professional and provides services that focus on cash flow planning, helping our clients make disciplined and informed financial decisions.



Qualifications CRD# 4944248
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 6242 Poplar Avenue,
Memphis,
TN 
38119
Phone Number (901) 7517272

Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2004. Successfully completed the Series 6, 7, 63, and 65 examination(s) administered by FINRA. Received Bachelors Degree in Political Science and MBA in Finance from University of North Alabama. Coaches a travel baseball team of 9 year old's. Married to Courtney. They have two children: Will and Avery as well as a chocolate lab named Dixie. Dale enjoys sports as well as spending time with his children who play baseball, wrestle, sing and act.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5108192
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 150 Lovell Road Suite 104,
Knoxville,
TN 
37934
Phone Number (865) 6714900

Joined Edelman Financial Engines in 2008. Began his career in the financial services industry in 2006. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Mutual Fund CounselorSM (CMFC®) certification(s) and the Accredited Wealth Management AdvisorSM (AWMA®) designation(s). Bachelor's degree in Communications from University of South Carolina. Brett enjoys golfing and mountain biking.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2366895
FirmCRD# 104510
Series 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 109 West Park Suite 120,
Brentwood,
TN 
37027
Phone Number (615) 7783232

Office Location 201 E. Main St. Ste. 405,
Murfreesboro,TN  37130
Phone Number (615) 7783264

Joined Edelman Financial Engines in 2003. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 31, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®), Chartered Retirement Planning CounselorSM (CRPC®) and and Accredited Asset Management SpecialistSM (AAMS®) certification(s). Bachelor's degree in Finance and Economics from Southwest Baptist University.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 3228064
Series 6, 63

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Hourly


Office Location 164 Cherokee Road,
Hendersonville,
TN 
37075
Phone Number (615) 4475020

Chris Scherba is a Chartered Financial Consultant or ChFC.A ChFC is a financial professional who meets the requirements established by The American College. These include completing a specified program of study, and meeting experience requirements and specific ethical standards. Practitioners with the ChFC designation are trained to develop and implement comprehensive financial plans for individuals, businesses, and organizations. A ChFC has the knowledge and skills to objectively assess your current financial status, identify potential problem areas, and recommend appropriate options. When you work with a ChFC you're working with someone who has demonstrated knowledge in multiple areas of financial planning, including income and estate tax, investment planning, risk management and retirement planning.

About Questar Capital Corporation

We are a full-service financial planning firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions by providing sound financial advice.



Qualifications CRD# 4970646
FirmCRD# 287454
Series 65

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee, Hourly, Subscriptions


Office Location 367 Riverside Drive,
Suite 111,
Franklin,
TN 
37064
Phone Number (615) 4362127

Arturo Neto, CFA is the Founder of NFG Wealth Advisors, an affiliate of Neto Financial Group. He was previously with EFG Capital from 2013 to December 2016 where he joined to co-lead the planning, development, and implementation of the Investment Strategy Group. He led the firms private placement due diligence efforts in addition to serving as a senior member of the team creating model portfolios, developing investment themes, managing tactical allocation strategies, monitoring portfolio management activities, conducting equity and mutual fund research, and preparing and delivering investment-related seminars and presentations. Prior to joining EFG, Arturo was an Investment Strategist at HSBC in a similar role. During his 20 years of experience in financial services, he was also the Investment Officer for a Latin American multi-family office specializing in hedge fund and private equity investments and he has worked in a variety of roles within financial planning and analysis and strategic finance consulting. His career includes positions at Accenture, Gap Inc., American Express, and State Farm Insurance, as well as project work in a variety of other Fortune 500 companies. During his consulting and corporate finance tenures, Arturos primary focus was on practice management, process improvement, and financial analysis. Arturo graduated from Florida International University with a Bachelors degree in Finance and a Master of Science in Finance degree and completed his Master of Business Administration degree from the Darden Graduate School of Business at the University of Virginia. He has been a Chartered Financial Analyst (CFA) since 2003.

About NFG Wealth Advisors / Neto Financial Group

NFG Wealth Advisors was originally established to provide investment strategy and research services to small and mid- size advisors lacking the in-house resources to adequately provide active tactical investment solutions to their clients. In 2018, the company rebranded and refocused its services to provide high quality wealth advisory, financial planning, and business advisory services to UHNW individuals and families as well as individuals aspiring to create and accumulate wealth. Our core still lies within the investment management process as well as our ability to develop, manage, and plan strategies to the specific needs of our clients. Through our multi-faceted approach to wealth advisory and the use of robo- technology, we are able to implement customized portfolios for UHNW investors with complex financial situations, as well as individuals at the early stages of their wealth accumulation stage. Combined with the accounting and tax services provided by the firm, we are able to provide our clients, both individuals and business owners, with a one-stop shop for financial services. Our staff consists of CFA charterholders, Certified Public Accountants and other professionals that adhere to the fiduciary standard, whether as required by their respective oaths or personal philosophy.



List of Additional Financial Advisors in Tennessee
Talbert Financial Group, Inc Brentwood, TN
Hilliard Lyons Franklin, TN
Primerica Financial Services Nashville, TN
Capital Wealth Advisors, LLC Brentwood, TN
Cox Wealth Management, LLC Chattanooga, TN