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Theresa R Nations

GREENSVIEW WEALTH MANAGEMENT LLC·FRANKLIN, Tennessee
SIE, Series 11, Series 63, Series 99Clean recordGREENSVIEW WEALTH MANAGEMENT LLC
501 CORPORATE CENTER DRIVE, FRANKLIN, TN 37067CRD# 1509378Firm CRD# 297321

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theresa R Nations · FRANKLIN, TN
Registration
CRD #1509378 · GREENSVIEW WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 11
Series 63
Series 99
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GREENSVIEW WEALTH MANAGEMENT LLC
CRD 297321 · SEC 801-113535
AUM
$121M
Regulatory assets under management
Employees
5
373 client accounts
Services offered by GREENSVIEW WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GREENSVIEW WEALTH MANAGEMENT LLC →
Introduction

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04

Frequently Asked Questions

What services does Theresa R Nations offer?
Theresa R Nations specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRANKLIN, Tennessee for a consultation.
What are Theresa R Nations's credentials?
Theresa R Nations is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theresa R Nations located?
Theresa R Nations is based in FRANKLIN, Tennessee, working with GREENSVIEW WEALTH MANAGEMENT LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.
How does Theresa R Nations charge for services?
Theresa R Nations'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 GREENSVIEW WEALTH MANAGEMENT LLC?
GREENSVIEW WEALTH MANAGEMENT LLC has approximately 5 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREENSVIEW WEALTH MANAGEMENT LLC

Derek A Ghia
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CFP
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