Bob
Sircy
Sagespring Wealth Partners
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About this Advisor
Bob Sircy is a financial advisor based in Franklin, Tennessee, working with Sagespring Wealth Partners. Bob has previously held positions at Raymond James Financial Services, Inc, Accounting/CPA/Tax Preparation, Raymond James Financial Services Advisors, Inc, WS Properties, Southwestern Investment Group, Southwestern Insurance Group, United Way Of Metro Nashville, Sircy-Hurd Wealth Group, Southwestern Investment Advisory Services Inc, and Sagespring Wealth Partners. Bob has passed the Series 66 regulatory exam and is registered to provide services in Alabama, Tennessee, and Texas. Currently, Bob is part of Sagespring Wealth Partners, which operates out of Franklin, Tennessee. The firm has 10 offices and 173 employees. The firm manages assets totaling $5.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Sagespring Wealth Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sagespring Wealth Partners Brokerage Details
$5,502,859,482
173
28,921
$190,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Bob Sircy Work History
Sagespring Wealth Partners
Sircy-Hurd Wealth Group
Raymond James Financial Services,Inc
Accounting/Cpa/Tax Preparation
United Way Of Metro Nashville
Southwestern Insurance Group
Southwestern Investment Advisory Services Inc
Raymond James Financial Services Advisors, Inc
Southwestern Investment Group
Ws Properties
Disclosures
Please visit the SEC profile of Bob Sircy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sagespring Wealth Partners
Columbia, TN
Franklin, TN
Franklin, TN
Franklin, TN
Knoxville, TN
Franklin, TN
Franklin, TN
Franklin, TN
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