Vetted Advisor's Table

Discovery Partners Investment Center

Tel: 731-885-3600
800 S First Street
Union City, TN 38261
Discovery Partners Investment Center | Financial Advisor in Union City ,TN

About Discovery Partners Investment Center

Discovery Partners Investment Center is a financial practice dedicated to helping individuals reach their financial goals. We work with you to create customized strategies that address your personal needs. We are located in Union City, Tennessee. and serve rural west Tennessee, as well as parts of Kentucky.

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General Information

Firm Start Year:   1998
No. of Employees:   10-19
Number of Years with Current Firm:   24
Work with the following types of clients:   Individual Investors, Businesses, Non-Profit Organizations
Advisory Services Provided:   Financial Advice & Consulting, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Investment Advice & Management


Investment Types:   Annuities, Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Commodities
Can meet clients in the following ways:   Our Office, Phone, Email, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Variable Annuity, Long Term Care, Annuity

Firm Information

Advisor's Number of Clients:   +1,000
Assets Managed by Advisor:   $260,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $10,000
Compensation Methods:   Based on Assets, Commissions
Fee % Based on Assets:   1%
Minimum Fee Charged for Managed Accounts:   $0
Minimum Fee Charged for Hourly Planning Accounts:   $0


WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.



Additional Detailed Disclosures



Registered Investment Advisor:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 4:00 PM

Communities Served

Madison AL
Huntsville AL
Lexington AL
Jonesboro AR
Drasco AR
Blytheville AR
Marana AZ
Orlando FL
Melbourne FL
Ponte Vedre FL
Alpharetta GA
Atlanta GA
Kennesaw GA
St Mary's GA
Berwyn IL
Chicago IL
Karnak IL
Evansville IN
Indianapolis IN
Linn Valley KS
Overland Park KS
Arlington KY
Bowling Green KY
Fulton KY
Hickman KY
Kevil KY
Louisville KY
Mayfield KY
Paducah KY
Walter Valley KY
Wingo KY
Plymouth MI
Matthews MO
Ackerman MS
Hernando MS
Jackson MS
Wilson NC
Richlands NC
Deming NM
New York NY
Ridgeland SC
Greenville SC
Arlington TN
Atoka TN
Clarksville TN
Cookeville TN
Cordova TN
Covington TN
Dresden TN
Dyersburg TN
Franklin TN
Gleason TN
Greenfield TN
Hendersonville TN
Hornbeak TN
Jackson TN
Kenton TN
Lakeland TN
LaVergne TN
Lexington TN
Martin TN
Maryville TN
Medina TN
Memphis TN
Munford TN
Murfreesboro TN
Nashville TN
Newbern TN
Obion TN
Paris TN
Rives TN
Rutherford TN
Sharon TN
Smyrna TN
South Fulton TN
Springville TN
Troy TN
Union City TN
Dallas TX
Jackson WY

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