David
Whaley
Horse Cove Partners LLC
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About this Advisor
David Whaley is a financial advisor based in Nolensville, Tennessee, working with Horse Cove Partners LLC. David has previously held positions at Nuber Ymca, Arlington Community Schools, The Memphis Country Club, Travel, Lifetime Fitness, State Farm, Securian Financial Services Inc, Shoemaker Financial, Minnesota Life Insurance Co, University Of Memphis, Principal Securities Inc, Principal Life Insurance Company, Bear Capital Management, Combined Insurance, and Horse Cove Partners LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, David is part of Horse Cove Partners LLC, which operates out of Nolensville, Tennessee. The firm has 3 offices and 7 employees. The firm manages assets totaling $102.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Horse Cove Partners LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Horse Cove Partners LLC Brokerage Details
$101,992,666
7
56
$1,821,298
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Whaley Work History
Horse Cove Partners LLC
Combined Insurance
Bear Capital Management
Principal Securities Inc
Principal Life Insurance Company
Lifetime Fitness
State Farm
Securian Financial Services Inc
Shoemaker Financial
Securian Financial Services Inc
Minnesota Life Insurance Co
Shoemaker Financial
Travel
The Memphis Country Club
Arlington Community Schools
University Of Memphis
Nuber Ymca
Disclosures
Please visit the SEC profile of David Whaley 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 Horse Cove Partners LLC
Nolensville, TN
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Center Valley, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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