Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
SEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first time

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in McKenzie, TN

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

5 registered advisors work in McKenzie; the most are at Raymond James Financial Services Advisors, Inc. (3). 1 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in McKenzie

FirmAdvisors in McKenzie
Raymond James Financial Services Advisors, Inc. news3
Cetera Investment Advisers LLC news1
Edward Jones news1

Advisors in McKenzie, A to Z

CFP advisors in McKenzie →

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 McKenzie, TN?

5 investment adviser representatives are registered at firm offices in McKenzie, Tennessee, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in McKenzie?

Raymond James Financial Services Advisors, Inc., with 3 registered advisors in McKenzie, followed by Cetera Investment Advisers LLC with 1.

How do I check a financial advisor in McKenzie?

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.