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James Dietzen Bratcher

FINANCIAL MANAGEMENT ADVISORS, INC.·TULLAHOMA, Tennessee
SIE, Series 7, Series 66Clean record19 years registeredFINANCIAL MANAGEMENT ADVISORS, INC.
115 N. JACKSON STREET, TULLAHOMA, TN 37388CRD# 5299395Firm CRD# 117442

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Dietzen Bratcher · TULLAHOMA, TN
Registration
CRD #5299395 · FINANCIAL MANAGEMENT ADVISORS, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · May 11, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL MANAGEMENT ADVISORS, INC.
CRD 117442 · SEC 801-122762
AUM
$113M
Regulatory assets under management
Employees
2
504 client accounts
Services offered by FINANCIAL MANAGEMENT ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does James Dietzen Bratcher offer?
James Dietzen Bratcher specializes in Financial Planning, Investment Management. Contact their office in TULLAHOMA, Tennessee for a consultation.
What are James Dietzen Bratcher's credentials?
James Dietzen Bratcher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Dietzen Bratcher located?
James Dietzen Bratcher is based in TULLAHOMA, Tennessee, working with FINANCIAL MANAGEMENT ADVISORS, INC.. Their office serves clients in the TULLAHOMA metropolitan area and surrounding communities.
How does James Dietzen Bratcher charge for services?
James Dietzen Bratcher'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 FINANCIAL MANAGEMENT ADVISORS, INC.?
FINANCIAL MANAGEMENT ADVISORS, INC. has approximately 2 employees and manages $113M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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