Claim Profile
AC

Amy Chubbs

SAILER FINANCIAL, INC.·BRENTWOOD, Tennessee
Unclaimed Profile
320 SEVEN SPRINGS WAY, BRENTWOOD, TN 37027-4536CRD# 1811253Firm CRD# 127411
01

About

Amy Chubbs is a registered financial advisor based in BRENTWOOD, Tennessee, affiliated with SAILER FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SEVEN SPRINGS WEALTH GROUP, LLC
SEVEN SPRINGS WEALTH GROUP
AUM
$765M
Regulatory assets under management
Employees
10
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1811253
Firm CRD# 127411
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BRENTWOOD?

Browse all registered financial advisors in BRENTWOOD, Tennessee or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Amy Chubbs offer?
Amy Chubbs specializes in Financial Planning, Investment Management. Contact their office in BRENTWOOD, Tennessee for a consultation.
What are Amy Chubbs's credentials?
Amy Chubbs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Chubbs located?
Amy Chubbs is based in BRENTWOOD, Tennessee, working with SAILER FINANCIAL, INC.. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.
How does Amy Chubbs charge for services?
Amy Chubbs's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAILER FINANCIAL, INC.?
SAILER FINANCIAL, INC. has approximately 10 employees and manages $765M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty