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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Bartlett, TN

Every SEC-registered investment adviser representative at a firm office in Bartlett, with the firms that employ the most of them.

The short answer

12 registered advisors work in Bartlett; the most are at Edward Jones (3). 3 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Bartlett

FirmAdvisors in Bartlett
Edward Jones news3
State Farm Investment Management Corp.2
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Desert Rose Capital Management, Inc.1
Fruitful1
LPL Enterprise, LLC news1
LPL Financial LLC news1
Raymond James Financial Services Advisors, Inc. news1

Advisors in Bartlett, A to Z

CFP advisors in Bartlett →

Other cities in Tennessee

All of Tennessee →

Nashville 1,081Memphis 811Knoxville 743Franklin 671Brentwood 503Chattanooga 415Germantown 145Murfreesboro 141Johnson City 123Jackson 80Clarksville 79Cookeville 65Kingsport 63Hendersonville 61Collierville 53Maryville 51Gallatin 40Cleveland 39Columbia 39Lebanon 33Hixson 32Cordova 29Mount Juliet 29Goodlettsville 28

Questions

How many financial advisors are in Bartlett, TN?

12 investment adviser representatives are registered at firm offices in Bartlett, Tennessee, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Bartlett?

Edward Jones, with 3 registered advisors in Bartlett, followed by State Farm Investment Management Corp. with 2.

How do I check a financial advisor in Bartlett?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.