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5 Top Rated
Financial Advisors in Tennessee

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Sam (Bo) Bills Jr

Bills Asset Management
CFP® CPA NSSA
Sam (Bo) Bills Jr, a financial fiduciary has been a Paladin Registry member since 2004. Sam (Bo) is the owner of Bills Asset Management. Sam (Bo) holds the Certified Financial Planner , Certified Public Accountant , National Social Security Advisor certifications and has over 31 years of experience. Sam (Bo) provides financial services to clients in the Nashville, Tennessee area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

August Perazzini

August Perazzini
CFP®
August Perazzini, a financial fiduciary has been a Paladin Registry member since 2006. August holds the Certified Financial Planner certifications and has over 10 years of experience. August provides financial services to clients in the Brentwood, Tennessee area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Richard Cox Sr

Cox Wealth Management, LLC
AEP® ATA CFP® ChFC® CLU® CKA®
Richard Cox Sr, a financial fiduciary has been a Paladin Registry member since 2006. Richard holds the Accredited Estate Planner® , Accredited Tax Advisor® , Certified Financial Planner , Chartered Financial Consultant , Chartered Life Underwriter , Certified Kingdom Advisor certifications and has over 40 years of experience. Richard provides financial services to clients in the Chattanooga, Tennessee area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Partner Leads

Edelman Financial Engines
Edelman Financial Engines, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Steven Glasgow

Janney Montgomery Scott
AIF® CFA® CIMA® MBA
Steven Glasgow, a financial fiduciary has been a Paladin Registry member since 2019. Steven holds the Accredited Investment Fiduciary , Chartered Financial Analyst , Certified Investment Management Analyst , Master Business Administration certifications and has over 29 years of experience. Steven provides financial advice and services to clients throughout the United States.

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