Unclaimed Profile

Kaley Porter Idol

&PARTNERS·NASHVILLE, Tennessee

&PARTNERS

40 BURTON HILLS BLVD, NASHVILLE, TN 37215CRD# 6950052Firm CRD# 3767

Profile Verification

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

Identity

Kaley Porter Idol · NASHVILLE, TN

Registration

CRD #6950052 · &PARTNERS

Brand Profile

Not yet started

Disclosure history

10 disclosures on file · See FINRA BrokerCheck for full record

About

Kaley Porter Idol is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with &PARTNERS. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

&PARTNERS

AUM

$1.2B

Regulatory assets under management

Employees

327

Total firm employees

View all advisors at &PARTNERS →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Fixed fees

Subscription fees

Commissions

Performance-based fees

Other: TRANS FEE, SERVICE CHARGES; 12B-1; MONEY MARKET TRLS; BDSP

Regulatory

SEC/IARD CRD# 6950052

Firm CRD# 3767

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kaley Porter Idol offer?

Kaley Porter Idol specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NASHVILLE, Tennessee for a consultation.

What are Kaley Porter Idol's credentials?

Kaley Porter Idol is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kaley Porter Idol located?

Kaley Porter Idol is based in NASHVILLE, Tennessee, working with &PARTNERS. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does Kaley Porter Idol charge for services?

Kaley Porter Idol's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, commissions, performance-based fees, other: trans fee, service charges; 12b-1; money market trls; bdsp. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is &PARTNERS?

&PARTNERS has approximately 327 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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