James
Hackney
Cypress Capital Advisors, LLC
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About this Advisor
James Hackney is a certified financial planner working in Nashville, Tennessee with a total of 6 years of relevant experience. Hackney is an employee of Cypress Capital Advisors, LLC. Their career trajectory has included roles at Northwestern Mutual Life Insurance Co, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Cypress Capital Advisors, LLC and James T. Hackney. Hackney maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to operate in Tennessee and Texas. Cypress Capital Advisors, LLC is a registered investment company that has its headquarters in Franklin, TN. The company has offices in two locations and just five people on staff. It handles $271 million in assets across its 1,216 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 1,216 customer accounts, just 7% are held by high-net-worth clients who have more than $1 million in assets. The firm performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services largely vary depending on which service is offered. Fee types billed by Cypress Capital Advisors, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cypress Capital Advisors, LLC Brokerage Details
$270,727,781
5
1,216
$222,638
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Hackney Work History
James has been registered as a financial advisor for 6 years.*
Cypress Capital Advisors, LLC
James T. Hackney
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Co
Northwestern Mutual Investment Services 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 James Hackney 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 Cypress Capital Advisors, LLC
Nashville, TN
Raleigh, NC
Franklin, TN
Nashville, 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.
