David
Merrell

Tbh Global Asset Management, LLC

CRD#2948055
Investment Advisor
in Brentwood, TN

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About this Advisor

David Merrell is a financial advisor operating out of Brentwood, Tennessee with a total of 15 years of relevant experience. Merrell currently works for Tbh Global Asset Management, LLC. They have been an employee of Tbh Global Asset Management, Llc for the entirety of their career. Merrell holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia, Tennessee and Texas. Tbh Global Asset Management, LLC is a registered investment firm based out of Brentwood, TN. The company has a total of 17 people on staff. It controls $951 million in total assets across its 3,186 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 3,186 customer accounts, 29% are held by high-net-worth clients who have greater than $1 million in assets. The company 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. A financial advisor's fee schedules are based on which service is offered. However, fees charged by Tbh Global Asset Management, LLC most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6 Cadillac Dr. Suite 300
Brentwood, TN 37027

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Tbh Global Asset Management, LLC Brokerage Details

Total Assets Under Management

$951,225,662

TN Average: $730,596,643
Total Number of Employees

17

TN Average: 15
Total Number of Accounts

3,186

TN Average: 968
Average Account Size

$298,564

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

David Merrell Work History

David has been registered as a financial advisor for 15 years.*

2007 - Present (17 years)

Tbh Global Asset Management, LLC

*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 David Merrell 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

Jones Warf
Brentwood, TN
Matthew Malone
Brentwood, TN
Jeffrey Littrell
Brentwood, TN
Chevonne Farler
Brentwood, TN
Katherine Yoho
Brentwood, TN
William Butler
Brentwood, TN
David Singer
Brentwood, TN
Brett Walters
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.

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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.

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