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Jimmy Gray Orman

Thoroughbred Financial Services, LLC

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About Jimmy Gray Orman

Jimmy Orman is an investment advisor representative at Thoroughbred Financial Services, LLC. Jimmy has been in the securities industry since 1971. Jimmy is registered with the state of Tennessee and Texas. Jimmy has a Series 63, Series 7, Series 1, and SIE license. Jimmy's firm provides financial planning, portfolio management for individuals, and selection of other advisers.

Firm Information

Jimmy Orman is currently registered with Thoroughbred Financial Services, LLC. 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.

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Jimmy Orman’s Registration & Firm History

TN

01/11/2008 - Present

Thoroughbred Financial Services, LLC (BRENTWOOD TN)

TN

05/17/1988 - 04/01/2000

ADVANCED FINANCIAL PLANNING SECURITIES CORPORATION (BRENTWOOD TN)

NA

06/26/1984 - 09/19/1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

06/17/1974 - 08/26/1983

CAPITAL ANALYSTS, INCORPORATED

NA

05/19/1971 - 08/15/1974

ADVANCED FINANCIAL PLANNING CORP

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Licenses & Designations

BC

Issued 08/17/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/1971

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jimmy Gray Orman.
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