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Find Top Financial Advisors in Hendersonville

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Qualifications of Financial Advisor in Hendersonville

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.

Financial Advisors in Hendersonville, Tennessee
Financial Advisor Office Location Phone Number
Chris Scherba,ChFC
Questar Capital Corporation
164 Cherokee Road,
Hendersonville, TN  37075
(615) 447-5020
James Miller
Lincoln Financial Advisors Corp.
2100 West End Ave., Suite 800,
Nashville, TN  37203
(615) 750-0224
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
Arturo Neto
NFG Wealth Advisors / Neto Financial Group
367 Riverside Drive,
Franklin, TN  37064
(615) 436-2127

Information on Qualified Financial Advisors in Hendersonville

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,
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# 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,
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# 2366895
FirmCRD# 104510
Series 63, 65

Compensation/Fee Fee Based Only - No Commissions

Office Location 109 West Park Suite 120,
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# 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,
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.