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Benjamin Patrick Nunn

VALUES FIRST ADVISORS, INC.·GRAY, Tennessee
Series 65Clean record12 years registeredVALUES FIRST ADVISORS, INC.
101 OLD GRAY STATION ROAD, GRAY, TN 37615CRD# 6345560Firm CRD# 148532

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Patrick Nunn · GRAY, TN
Registration
CRD #6345560 · VALUES FIRST ADVISORS, INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

VALUES FIRST ADVISORS, INC.
Aug 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 13, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VALUES FIRST ADVISORS, INC.
CRD 148532 · SEC 801-70391
AUM
$190M
Regulatory assets under management
Employees
12
1,488 client accounts
Services offered by VALUES FIRST ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VALUES FIRST ADVISORS, INC. →
Introduction

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Frequently Asked Questions

What services does Benjamin Patrick Nunn offer?
Benjamin Patrick Nunn specializes in Financial Planning, Investment Management. Contact their office in GRAY, Tennessee for a consultation.
What are Benjamin Patrick Nunn's credentials?
Benjamin Patrick Nunn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Patrick Nunn located?
Benjamin Patrick Nunn is based in GRAY, Tennessee, working with VALUES FIRST ADVISORS, INC.. Their office serves clients in the GRAY metropolitan area and surrounding communities.
How does Benjamin Patrick Nunn charge for services?
Benjamin Patrick Nunn'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 VALUES FIRST ADVISORS, INC.?
VALUES FIRST ADVISORS, INC. has approximately 12 employees and manages $190M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VALUES FIRST ADVISORS, INC.

Larry Alexander Ellis
GRAY, TN
James Harold Miller
GRAY, TN
Roy Elvin Nunn
GRAY, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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