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James Tracy Hackney

Cypress Capital Advisors, LLC

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About James Tracy Hackney

James Hackney is a financial advisor with Cypress Capital Advisors, LLC. James has been in the industry since 2001. James has a wide range of experience in the financial services industry, including investment advising, insurance sales, and business ownership. James is a Certified Financial Planner and holds the Series 6, 7, 63, and 66 licenses. James is registered with the state of Tennessee. James specializes in helping individuals and families reach their financial goals.

Firm Information

James Hackney is currently registered with Cypress Capital Advisors, LLC. Cypress Capital Advisors, LLC is an investment advisor located in FRANKLIN, TN. The firm has 1 licensed agent and 5 investment adviser representatives. The firm has $355,893,968 in regulatory assets under management. Cypress Capital Advisors, LLC provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. The firm's primary client types are high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
Cypress Capital Advisors, LLC

436 MAIN ST.

FRANKLIN, TN 37064

$355.89M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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James Hackney’s Registration & Firm History

TN

01/22/2020 - Present

Cypress Capital Advisors, LLC (Nashville TN)

TN

12/11/2001 - 07/06/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Nashville TN)

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Licenses & Designations

BOTH

Issued 06/28/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2005

Series 7 - General Securities Representative Examination

BC

Issued 12/10/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Tracy Hackney.
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