BN
CFP
BN
CFP

Benjamin Patrick Nunn

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,006 clients
Average Client Portfolio
$201K average
Assets Under Management
$202.0M

Fee Structure

Minimum Annual Fee:$1,200
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Location

101 Old Gray Station Road, Gray, TN, 37615

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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.

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Other Business ActivitiesSells Insurance

Benjamin is licensed to sell insurance and receives commissions on the sale of insurance products.

Employment History
Current Registrations
Values First Advisors, INC.
August 2014 - Present · 11 yrs 6 mos
State Registrations2 states
TNTX
Advisor
Exams
No exam information available for this advisor.