AdvisorOS Directory
Claim Profile
Unclaimed Profile
RN

Roy Elvin Nunn

VALUES FIRST ADVISORS, INC.·GRAY, Tennessee
Series 6, Series 26, Series 63, Series 65Clean record22 years registeredVALUES FIRST ADVISORS, INC.
101 OLD GRAY STATION ROAD, GRAY, TN 37615CRD# 1352499Firm CRD# 148532

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roy Elvin Nunn · GRAY, TN
Registration
CRD #1352499 · VALUES FIRST ADVISORS, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

VALUES FIRST ADVISORS, INC.
Nov 2023 – present
VALUES FIRST ADVISORS, INC.
Oct 2009 – Nov 2023
ABINGDON, VA
AMERICAN VALUES INVESTMENTS, INC.
Jan 2004 – Mar 2011
JOHNSON CITY, TN
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 26
Series 63
Series 65
Registration record
First registered · January 6, 2004
Years registered · 22
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

Speak with Roy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Roy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GRAY?

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

Browse GRAY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Roy Elvin Nunn offer?
Roy Elvin Nunn specializes in Financial Planning, Investment Management. Contact their office in GRAY, Tennessee for a consultation.
What are Roy Elvin Nunn's credentials?
Roy Elvin Nunn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roy Elvin Nunn located?
Roy Elvin 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 Roy Elvin Nunn charge for services?
Roy Elvin 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at VALUES FIRST ADVISORS, INC.

Benjamin Patrick Nunn
GRAY, TN
Larry Alexander Ellis
GRAY, TN
James Harold Miller
GRAY, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
MEMPHIS (221)NASHVILLE (158)KNOXVILLE (98)BRENTWOOD (93)CHATTANOOGA (59)FRANKLIN (53)JACKSON (18)GERMANTOWN (10)KINGSPORT (8)JOHNSON CITY (7)
City Guides
MEMPHIS GuideNASHVILLE GuideKNOXVILLE GuideBRENTWOOD GuideCHATTANOOGA Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Request removal of this profile