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James A Shanks

CARTER-HASTON INVESTMENT PARTNERS II GP, LLC·NASHVILLE, Tennessee
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1005 17TH AVENUE SOUTH, NASHVILLE, TN 37212CRD# 6928030Firm CRD# 165442
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About

James A Shanks is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with CARTER-HASTON INVESTMENT PARTNERS II GP, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CARTER-HASTON INVESTMENT PARTNERS II GP, LLC
CARTER-HASTON INVESTMENT PARTNERS II GP, LLC
AUM
$281M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CARTER-HASTON INVESTMENT PARTNERS II GP, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6928030
Firm CRD# 165442
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James A Shanks offer?
James A Shanks specializes in Retirement Planning. Contact their office in NASHVILLE, Tennessee for a consultation.
What are James A Shanks's credentials?
James A Shanks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James A Shanks located?
James A Shanks is based in NASHVILLE, Tennessee, working with CARTER-HASTON INVESTMENT PARTNERS II GP, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does James A Shanks charge for services?
James A Shanks'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 CARTER-HASTON INVESTMENT PARTNERS II GP, LLC?
CARTER-HASTON INVESTMENT PARTNERS II GP, LLC has approximately 11 employees and manages $281M 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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