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Larry Alexander Ellis

VALUES FIRST ADVISORS, INC.·GRAY, Tennessee
Unclaimed Profile
101 OLD GRAY STATION ROAD, GRAY, TN 37615CRD# 5310413Firm CRD# 148532
01

About

Larry Alexander Ellis is a registered financial advisor based in GRAY, Tennessee, affiliated with VALUES FIRST ADVISORS, 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
VALUES FIRST ADVISORS, INC.
VALUES FIRST ADVISORS, INC.
AUM
$190M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at VALUES FIRST ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5310413
Firm CRD# 148532
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Larry Alexander Ellis offer?
Larry Alexander Ellis specializes in Financial Planning, Investment Management. Contact their office in GRAY, Tennessee for a consultation.
What are Larry Alexander Ellis's credentials?
Larry Alexander Ellis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Larry Alexander Ellis located?
Larry Alexander Ellis 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 Larry Alexander Ellis charge for services?
Larry Alexander Ellis'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 in GRAY
Roy Elvin Nunn — VALUES FIRST ADVISORS, INC.James Harold Miller — VALUES FIRST ADVISORS, INC.Benjamin Patrick Nunn — VALUES FIRST ADVISORS, INC.
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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