Angela Eileen Thames

CFP

&partners

27 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners

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Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

435 advisors

Number of Clients

32,200 clients

Average Client Portfolio

$439K average

Assets Under Management

$14.1B

Fee Structure

Location

40 Burton Hills Blvd, Suite 350, Nashville, TN, 37215

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

&partners

April 2024 - Present · 1 yr 10 mos

&partnersBroker

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Wells Fargo Advisors

August 2007 - April 2024 · 16 yrs 8 mos

Wells Fargo Clearing Services, LLCBroker

July 2002 - April 2024 · 21 yrs 9 mos

UBS Painewebber INC.Broker

August 2000 - July 2002 · 1 yr 11 mos

J.C. Bradford & CO.Broker

August 1998 - August 2000 · 2 yrs

Beacon Group Financial Securities CORP.Broker

August 1997 - October 1997 · 2 mos

State Registrations26 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.