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Benjamin Patrick Nunn

Values First Advisors, Inc.

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About Benjamin Patrick Nunn

Benjamin Patrick Nunn is a financial advisor with Values First Advisors, Inc. Benjamin Patrick Nunn is registered with the state of Tennessee and Texas. Benjamin Patrick Nunn has 9 years of experience in the financial industry and has earned the Certified Financial Planner designation. Benjamin Patrick Nunn specializes in providing financial planning services to individuals, and investment management services for both individuals and businesses. Values First Advisors, Inc. specializes in providing financial planning, investment management, and selection of other advisers services.

Firm Information

Benjamin Nunn is currently registered with Values First Advisors, Inc.. Values First Advisors, Inc. is an investment advisor based in Gray, TN. The firm provides financial planning and portfolio management services to individuals and charitable organizations. As of December 31, 2022, the firm managed over $201 million in assets for 1,504 clients. Values First Advisors, Inc. is registered with the SEC and has been in business since 2008.
Values First Advisors, Inc.

101 OLD GRAY STATION ROAD

GRAY, TN 37615

$201.96M

Assets Under Management

1

Total Clients

8

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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percentage of assets

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

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Benjamin Nunn’s Registration & Firm History

TN

11/14/2019 - Present

Values First Advisors, Inc. (GRAY TN)

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Licenses & Designations

IA

Issued 08/13/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Patrick Nunn.
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