&partners

&partners (CRD# 3767) is a financial advisory firm headquartered in Nashville, TN. They manage $1,173,060,409 in 3,051 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,173
    MILLION
  • Total Number of Accounts
    3,051
    ACCOUNTS
  • Average Account Value
    $384,484
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at &partners
Showing 41 - 50 of 104 top financial advisors.
41
Gabriel J. Pollock
CRD#: 5470995
Napoleon, OH

Gabriel Pollock (CRD# 5470995) is an Investment Advisor Representative working at &partners in Napoleon, OH and has over 15 years of experience in the finance industry.

42
Bryan M. Pumphrey
CRD#: 4455893
40 Burton Hills Blvd., Suite 350, Nashville, TN 37215

Bryan Pumphrey (CRD# 4455893) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 22 years of experience in the finance industry.

43
Justin E. Rooks
CRD#: 5760608
1904 W. Main Street, Inverness, FL 34453

Justin Rooks (CRD# 5760608) is an Investment Advisor Representative working at &partners in Inverness, FL and has over 14 years of experience in the finance industry.

44
Frederick C. Ruggles
CRD#: 2334791
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215

Frederick Ruggles (CRD# 2334791) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 30 years of experience in the finance industry.

45
James F. Sandbothe
CRD#: 4003544
40 Burton Hills Blvd., Suite 350, Nashville, TN 37215

James Sandbothe (CRD# 4003544) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 24 years of experience in the finance industry.

46
Megan A. Sandbothe
CRD#: 5222904
40 Burton Hills Blvd., Suite 350, Nashville, TN 37215

Megan Sandbothe (CRD# 5222904) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 17 years of experience in the finance industry.

47
Carri M. Sanford
CRD#: 2914126
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215

Carri Sanford (CRD# 2914126) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 26 years of experience in the finance industry.

48
Chad D. Shaddox
CRD#: 4540332
13200 Metcalf Ave, Suite 270, Overland Park, KS 66213

Chad Shaddox (CRD# 4540332) is an Investment Advisor Representative working at &partners in Overland Park, KS and has over 21 years of experience in the finance industry.

49
Thomas J. Sheehan
CRD#: 1221416
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215

Thomas Sheehan (CRD# 1221416) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 40 years of experience in the finance industry.

50
Thomas J. Shelder
CRD#: 5939391
215 River St Unit 2, Elk Rapids, MI 49629

Thomas Shelder (CRD# 5939391) is an Investment Advisor Representative working at &partners in Elk Rapids, MI and has over 12 years of experience in the finance industry.

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