Dillon
Haviland

Tbh Global Asset Management, LLC

CRD#7002444
Investment Advisor
in Brentwood, TN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Dillon Haviland is a financial advisor based in Brentwood, Tennessee, working with Tbh Global Asset Management, LLC. Dillon has previously held positions at Huntington National Bank, Planet Fitness, Gateway Grizzlies, Morgan Stanley Private Bank, N.A, Jpmorgan Chase Bank Na, Around The Horn, Td Ameritrade, Duke University Graduate School, Charles Schwab And Co., Inc, and Tbh Global Asset Management, LLC. Dillon has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Dillon is part of Tbh Global Asset Management, LLC, which operates out of Brentwood, Tennessee. The firm has 1 office and 21 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Tbh Global Asset Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

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

Total Assets Under Management

$1,108,014,329

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

21

TN Average: 15
Total Number of Accounts

3,449

TN Average: 968
Average Account Size

$321,257

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

Dillon Haviland Work History

2023 - Present (1 year)

Tbh Global Asset Management, LLC

2022 - 2023 (1 year)

Charles Schwab And Co., Inc

2021 - 2022 (1 year)

Td Ameritrade

2019 - 2021 (2 years)

Jpmorgan Chase Bank Na

2018 - 2019 (1 year)

Morgan Stanley Private Bank, N.A

2017 - 2018 (1 year)

Huntington National Bank

2016 - 2017 (1 year)

Planet Fitness

2016 - 2016 (< 1 year)

Around The Horn

2015 - 2015 (< 1 year)

Gateway Grizzlies

2014 - 2015 (1 year)

Duke University Graduate School

Disclosures

Please visit the SEC profile of Dillon Haviland 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

Dillon Haviland
Brentwood, TN
Brett Walters
Brentwood, TN
Jones Warf
Brentwood, TN
Joshua Davis
Brentwood, TN
Katherine Yoho
Brentwood, TN
Jeffrey Littrell
Brentwood, TN
Chevonne Farler
Brentwood, TN
David Singer
Brentwood, TN

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.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started