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Thoroughbred Financial Services, LLC

Headquartered in BRENTWOOD, TN

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Firm Information

Thoroughbred Financial Services, LLC is an investment advisor headquartered in Brentwood, TN, with a history dating back to 1999. They serve a diverse clientele including individuals, corporations, businesses, and pension plans. They are registered with the SEC and 45 state regulators and offer a comprehensive range of services, including financial planning, portfolio management, and selection of other advisors. Thoroughbred manages over $2.9 billion in assets for over 6,300 client accounts and offers a wrap fee program.

Thoroughbred Financial Services, LLC

5110 MARYLAND WAY, SUITE 300

BRENTWOOD, TN 37027-7508

$2.91B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

THOROUGHBRED FINANCIAL SERVICES, LLC has a total of 5 branch locations across the country.
location

BRENTWOOD, TN

location

COLUMBIA, TN

location

JACKSON, TN

location

Nashville, TN

location

KNOXVILLE, TN

Advisors at Thoroughbred Financial Services, LLC

View All 42 Advisors
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Daniel James Taylor

RA

BRENTWOOD, TN

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Edward Henry Kriel

BRENTWOOD, TN

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Christopher Owen Parker

RA

BRENTWOOD, TN

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Justin Warren Parker

RA

BRENTWOOD, TN

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Unclaimed
Jack Clark Herndon

RA

BRENTWOOD, TN

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Unclaimed
Paige Parker

RA

BRENTWOOD, TN

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Unclaimed
Martha Walthall

RA

BRENTWOOD, TN

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Unclaimed
Joy Moss Moore

JACKSON, TN

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Disclosures

There is public disclosure for Thoroughbred Financial Services, LLC. Review regulatory record here.

Frequently Asked Questions (10)

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