Jeffrey
Littrell

Tbh Global Asset Management, LLC

CRD#6124531
Investment Advisor
in Brentwood, TN

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About this Advisor

Jeffrey Littrell is a financial advisor working in Brentwood, Tennessee, with a total of 1 year of relevant experience. Littrell is an employee of Tbh Global Asset Management, LLC. During their career, the advisor has held roles at Edward Jones, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Tbh Advisors, Independence Capital Co and Tbh Global. Littrell has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Tennessee. Tbh Global Asset Management, LLC is a financial advisory firm headquartered in Brentwood, TN. The investment advisory business has a total of 17 people on staff. It handles $951 million in total assets between its 3,186 accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 3,186 accounts, 29% are held by high-net-worth individuals who have at least $1 million in assets. The company offers 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 fee schedules typically depend on which services the firm provides the client. Fee types billed by Tbh Global Asset Management, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Jeffrey Littrell Work History

Jeffrey has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Tbh Global

2018 - Present (6 years)

Tbh Advisors

2018 - Present (6 years)

Independence Capital Co

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2012 - 2014 (2 years)

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 Jeffrey Littrell 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
Katherine Yoho
Brentwood, TN
Chevonne Farler
Brentwood, TN
Jeffrey Littrell
Brentwood, TN
David Singer
Brentwood, TN
William Butler
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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