Brett
Walters
Tbh Global Asset Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Brett Walters is a certified financial planner operating out of Brentwood, Tennessee who has 4 years of relevant experience. Walters is an advisor for Tbh Global Asset Management, LLC. Over the course of their career, they have held roles at Edward Jones, Nfp Securities Inc, Kestra Investment Services, Inc, Trident Financial Planning LLC, Kestra Advisory Services, Inc and Tbh Global Asset Management, LLC. Walters holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Tennessee. Tbh Global Asset Management, LLC is an advisory company based out of Brentwood, TN. The investment advisory business has a total of 17 people on staff. It has $951 million in assets between its 3,186 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 3,186 accounts, 29% are held by high-net-worth investors who have greater than $1 million in assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees vary depending on which services the firm provides the client. However, fees charged by Tbh Global Asset Management, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Tbh Global Asset Management, LLC Brokerage Details
$951,225,662
17
3,186
$298,564
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Brett Walters Work History
Brett has been registered as a financial advisor for 4 years.*
Tbh Global Asset Management, LLC
Kestra Investment Services, Inc
Trident Financial Planning LLC
Kestra Advisory Services, Inc
Nfp Securities Inc
Edward Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brett Walters 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 Tbh Global Asset Management, LLC
Brentwood, TN
Brentwood, TN
Brentwood, TN
Brentwood, TN
Brentwood, TN
Brentwood, TN
Brentwood, TN
Brentwood, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
