Roy
Nunn
Values First Advisors, Inc
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About this Advisor
Roy Nunn is a financial advisor working in Johnson City, Tennessee with a total of 14 years of relevant experience. Nunn is currently employed by Values First Advisors, Inc. The advisor has gained experience at Values First Advisors, Inc. Nunn maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Virginia. Values First Advisors, Inc is a company based out of Johnson City, TN. The firm has offices in four locations and a total of 11 financial advisors. It manages $175 million in total assets across its 1,531 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,531 customer accounts, just 7% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on the financial services. Fees billed by Values First Advisors, Inc can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Values First Advisors, Inc Brokerage Details
$174,912,901
11
1,531
$114,247
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Roy Nunn Work History
Roy has been registered as a financial advisor for 14 years.*
Values First Advisors, Inc
Values First Advisors, Inc
*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 Roy Nunn 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 Values First Advisors, Inc
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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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