Rachael
Asbury

&Partners

CRD#6908601
Investment Advisor
in Nashville, TN

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About this Advisor

Rachael Asbury is a financial advisor based in Nashville, Tennessee, working with &Partners. Rachael has previously held positions at Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, Full-Time Education At Southern Illinois University Carbondale, Fat Bottom Bettys, Pistol Cit Resturant, White Oak Golf Course, and &Partners, LLC. Rachael has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Rachael 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

Rachael Asbury Work History

2024 - Present (0 year)

&Partners, LLC

2018 - Present (6 years)

Wells Fargo Clearing Services, LLC

2018 - 2018 (< 1 year)

Wells Fargo Advisors

2016 - 2016 (< 1 year)

Fat Bottom Bettys

2014 - 2018 (4 years)

Full-Time Education At Southern Illinois University Carbondale

2014 - 2017 (3 years)

White Oak Golf Course

2013 - 2016 (3 years)

Pistol Cit Resturant

Disclosures

Please visit the SEC profile of Rachael Asbury 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

Thomas Teagle
Nashville, TN
Jillian Hoffman
Mounds View, MN
Michael Martin
Saint Louis, MO
Matthew Imhof
Nashville, TN
Caroline Toniolo
Nashville, TN
Joshua Estes
Nashville, TN
Kaley Idol
Nashville, TN
Mitchell Briggs
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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