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CRITERION CAPITAL ADVISORS LLC
CRITERION CAPITAL ADVISORS LLC
NASHVILLE, Tennessee
·
3 registered advisors
·
CRD# 295954
SEC# 801-113152
0
615-292-6889
01
Firm Overview
AUM
$461M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CRITERION CAPITAL ADVISORS LLC
3 registered advisors
Allan Wesley Horner
NASHVILLE, Tennessee
CRD# 4011839
Mark Thomas Pierce
NASHVILLE, Tennessee
CRD# 2775675
Scott Alexander Freeman
NASHVILLE, Tennessee
CRD# 5508974
05
Office Locations
NASHVILLE, Tennessee
3 advisors
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Data sourced from SEC Form ADV filings. CRITERION CAPITAL ADVISORS LLC (CRD# 295954) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.