Claim Profile
NT

Nancy Caven Tengler

LAFFER TENGLER INVESTMENTS, INC.·NASHVILLE, Tennessee
Unclaimed Profile
103 MURPHY COURT, NASHVILLE, TN 37203CRD# 2491091Firm CRD# 108068
01

About

Nancy Caven Tengler is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with LAFFER TENGLER INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
LAFFER TENGLER INVESTMENTS, INC.
LAFFER TENGLER INVESTMENTS, INC.
AUM
$463M
Regulatory assets under management
Employees
13
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2491091
Firm CRD# 108068
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NASHVILLE?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Nancy Caven Tengler offer?
Nancy Caven Tengler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Nancy Caven Tengler's credentials?
Nancy Caven Tengler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Caven Tengler located?
Nancy Caven Tengler is based in NASHVILLE, Tennessee, working with LAFFER TENGLER INVESTMENTS, INC.. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Nancy Caven Tengler charge for services?
Nancy Caven Tengler'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 LAFFER TENGLER INVESTMENTS, INC.?
LAFFER TENGLER INVESTMENTS, INC. has approximately 13 employees and manages $463M 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 →
Browse by specialty