Caldwell Advisors, LLC
Caldwell Advisors, LLC (CRD# 144408) is a financial advisory firm headquartered in Brentwood, TN. They manage $322,739,217 in 1,032 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management323MILLION
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Total Number of Accounts1,032ACCOUNTS
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Average Account Value$312,732
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AR, CA, FL, GA, MS, NY, TN, TX
Billy Caldwell (CRD# 2183471) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Brentwood, TN and has over 32 years of experience in the finance industry.
John Cobb (CRD# 49179) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Brentwood, TN and has over 30 years of experience in the finance industry.
Beverly Davis (CRD# 4833572) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Murfreeesboro, TN and has over 19 years of experience in the finance industry.
Bentley London (CRD# 5870995) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Brentwood, TN and has over 12 years of experience in the finance industry.
Ryan Snover (CRD# 4955129) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Murfreesboro, TN and has over 18 years of experience in the finance industry.
Aaron Zauner (CRD# 4904878) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Brentwood, TN and has over 18 years of experience in the finance industry.