Unclaimed Profile

Ann Loden Roberts

WEAVER C. BARKSDALE & ASSOCIATES, INC.·NASHVILLE, Tennessee

Series 65Clean record22 years registeredWEAVER C. BARKSDALE & ASSOCIATES, INC.

40 BURTON HILLS BLVD, NASHVILLE, TN 37215-6104CRD# 2195221Firm CRD# 105098

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ann Loden Roberts · NASHVILLE, TN

Registration

CRD #2195221 · WEAVER C. BARKSDALE & ASSOCIATES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

BARKSDALE INVESTMENT MANAGEMENT

Feb 2004 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 17, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEAVER C. BARKSDALE & ASSOCIATES, INC.

CRD 105098 · SEC 801-23126

AUM

$3.6B

Regulatory assets under management

Employees

135 client accounts

Services offered by WEAVER C. BARKSDALE & ASSOCIATES, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WEAVER C. BARKSDALE & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Ann Loden Roberts offer?

Ann Loden Roberts specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NASHVILLE, Tennessee for a consultation.

What are Ann Loden Roberts's credentials?

Ann Loden Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ann Loden Roberts located?

Ann Loden Roberts is based in NASHVILLE, Tennessee, working with WEAVER C. BARKSDALE & ASSOCIATES, INC.. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does Ann Loden Roberts charge for services?

Ann Loden Roberts's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEAVER C. BARKSDALE & ASSOCIATES, INC.?

WEAVER C. BARKSDALE & ASSOCIATES, INC. has approximately 13 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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