Joseph
Mcclearn
Sagespring Wealth Partners
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About this Advisor
Joseph Mcclearn is a financial advisor based in Franklin, Tennessee, working with Sagespring Wealth Partners. Joseph has previously held positions at Mass Mutual Life Insurance Company, Dr. Pepper, First United Bank, Hilliard Lyons, Mml Investors/Capital Financial Group, Raymond James Financial Services, Inc, Sagespring Wealth Partners, Western Kentucky University, and Dobyns Mcmillin Wealth Team. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Tennessee. Currently, Joseph is part of Sagespring Wealth Partners, which operates out of Franklin, Tennessee. The firm has 10 offices and 173 employees. The firm manages assets totaling $5.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Sagespring Wealth Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sagespring Wealth Partners Brokerage Details
$5,502,859,482
173
28,921
$190,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joseph Mcclearn Work History
Raymond James Financial Services, Inc
Sagespring Wealth Partners
Dobyns Mcmillin Wealth Team
Mass Mutual Life Insurance Company
Mml Investors/ Capital Financial Group
Hilliard Lyons
First United Bank
Dr. Pepper
Western Kentucky University
Disclosures
Please visit the SEC profile of Joseph Mcclearn 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 Sagespring Wealth Partners
Knoxville, TN
Franklin, TN
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Franklin, TN
Columbia, TN
Franklin, TN
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