Shelby County, TN Financial Advisors and Resources



Financial Advisor Firms in Shelby County, TN


FIRST HORIZON ADVISORS, INC

Website

(180) 021-3702

4990 Poplar Avenue
3rd Floor
Memphis, TN 38117

SEC#: 801-78594
Years in Business: 8 years

GERBER/TAYLOR MANAGEMENT COMPANY

Website

(901) 526-9750

One Commerce Square
Suite 1900
Memphis, TN 38103

SEC#: 801-56698
Years in Business: 22 years

SUMMIT ASSET MANAGEMENT LLC

Website

(901) 729-8100

5100 Wheelis Drive
Suite 107
Memphis, TN 38117

SEC#: 801-56221
Years in Business: 22 years

POPE ASSET MANAGEMENT, LLC

Website

(901) 763-4001

5100 Poplar Avenue
Suite 3120
Memphis, TN 38137

SEC#: 801-60556
Years in Business: 20 years

WUNDERLICH CAPITAL MANAGEMENT

Website

(901) 251-1330

40 South Main
Suite 1800
Memphis, TN 38103

SEC#: 801-79842
Years in Business: 7 years

NFC INVESTMENTS, LLC

Website

(901) 767-5576

510 South Mendenhall
Suite 200
Memphis, TN 38117

SEC#: 801-63560
Years in Business: 17 years

SENTRY, LLC

Website

(901) 820-0515

555 Perkins rd Ext
Suite 400
Memphis, TN 38117

SEC#: 801-70290
Years in Business: 12 years

COMMERCE ASSET MANAGEMENT, LLC

Website

(901) 260-6070

5050 Poplar Avenue
Suite 2020
Memphis, TN 38157

SEC#: 801-72903
Years in Business: 9 years

DUNCAN WILLIAMS ASSET MANAGEMENT, LLC

Website

(901) 435-4250

6263 Poplar Avenue
Suite 300
Memphis, TN 38119

SEC#: 801-81015
Years in Business: 6 years


How Retirement-Friendly is Shelby County, TN?

  • Population: 936,374
  • % of Population 62 Years and Over: 16.8%
  • Average Home Value: $159,600
  • Average Monthly Housing Cost: $994
  • Average Household Income: $76,734
  • Tennessee Total Tax Burden: 5.74% (2nd Lowest in U.S.)
  • Tennessee Property Tax: 1.70% (3rd Lowest in U.S.)
  • Tennessee Individual Income Tax: 0.08% (8th Lowest in U.S.)
  • Tennessee Sales and Excise Tax: 3.96% (14th Highest in U.S.)


Shelby County, TN Financial Advisor FAQs

A good first step is to ask them for their professional designation number, which can be found on their website.
New financial advisors typically get paid through a commission or fee-based model.
When choosing a financial advisor, there are a few things you should consider. First and foremost, does he or she have the right license to help you with what you need? There are many licenses out there so if you can't find their basic credentials in this list of Financial Planning designations then at least ensure that they bring it up when talking about their services.
Yes. Financial advisors typically develop a personalized plan for their clients, and help them implement and monitor the plan.