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Financial ADVSR advisor directory · SEC adviser records

USI Advisors financial advisors in Tennessee

Every SEC-registered investment adviser representative at a USI Advisors office in Tennessee, by city and A to Z.

4 registered advisors work at USI Advisors in Tennessee, out of 60 nationwide; it's the firm's number 3 state by advisors, and the most are in Knoxville (4). 0 list the CFP designation and 1 are also registered broker representatives.

USI Advisors advisors by city in Tennessee

Every firm in Tennessee →

Knoxville 4

USI Advisors advisors in Tennessee, A to Z

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USI Advisors advisors in every state →USI Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

USI Advisors in other states

Connecticut 36Washington 6

Questions

How many USI Advisors financial advisors are in Tennessee?

4 investment adviser representatives are registered at USI Advisors offices in Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 60 at the firm nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Where in Tennessee does USI Advisors have the most advisors?

Knoxville, with 4. USI Advisors has advisors in 1 city in Tennessee.

How do I check a USI Advisors advisor in Tennessee?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the USI Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.