Mitchell
Briggs

&Partners

CRD#6280866
Investment Advisor
in Nashville, TN

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About this Advisor

Mitchell Briggs is a financial advisor based in Nashville, Tennessee, working with &Partners. Mitchell has previously held positions at Edward Jones and &Partners, LLC. Mitchell has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Mitchell is part of &Partners, which operates out of Nashville, Tennessee. The firm has 29 offices and 183 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at &Partners includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

40 Burton Hills Blvd. Suite 350
Nashville, TN 37215

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&Partners Brokerage Details

Total Assets Under Management

$1,173,060,409

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

183

TN Average: 15
Total Number of Accounts

3,051

TN Average: 968
Average Account Size

$384,484

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
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Mitchell Briggs Work History

2024 - Present (0 year)

&Partners, LLC

2014 - Present (10 years)

Edward Jones

Disclosures

Please visit the SEC profile of Mitchell Briggs 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 &Partners

Matthew Imhof
Nashville, TN
Craig Foreman
Nashville, TN
Dalton Horstmeier
Moberly, MO
Michael Martin
Saint Louis, MO
Thomas Teagle
Nashville, TN
Jillian Hoffman
Mounds View, MN
Katherine Wright
Saint Louis, MO
Kaley Idol
Nashville, 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.

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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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