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Cory Merrill Reno

RUBICON FOUNDERS LLC·NASHVILLE, Tennessee
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1316 ADAMS STREET, SUITE 400, NASHVILLE, TN 37208CRD# 5684545Firm CRD# 315631
01

About

Cory Merrill Reno is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with RUBICON FOUNDERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
RUBICON FOUNDERS LLC
RUBICON FOUNDERS, LLC
AUM
$1.8B
Regulatory assets under management
Employees
45
Total firm employees
View all advisors at RUBICON FOUNDERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5684545
Firm CRD# 315631
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cory Merrill Reno offer?
Cory Merrill Reno specializes in Retirement Planning. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Cory Merrill Reno's credentials?
Cory Merrill Reno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cory Merrill Reno located?
Cory Merrill Reno is based in NASHVILLE, Tennessee, working with RUBICON FOUNDERS LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Cory Merrill Reno charge for services?
Cory Merrill Reno's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RUBICON FOUNDERS LLC?
RUBICON FOUNDERS LLC has approximately 45 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Tennessee
MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)
City Guides
MEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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