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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Goodlettsville, TN

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

The short answer

28 registered advisors work in Goodlettsville; the most are at Sageguard Financial Group, LLC (10). 3 list the CFP designation and 11 are also registered broker representatives.

Firms with the most advisors in Goodlettsville

Advisors in Goodlettsville, A to Z

CFP advisors in Goodlettsville →

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 29Oak Ridge 26

Questions

How many financial advisors are in Goodlettsville, TN?

28 investment adviser representatives are registered at firm offices in Goodlettsville, Tennessee, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Goodlettsville?

Sageguard Financial Group, LLC, with 10 registered advisors in Goodlettsville, followed by Paul Winkler, Inc. with 5.

How do I check a financial advisor in Goodlettsville?

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.