linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kaley Porter Idol

& partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kaley? Claim Your Profile

About Kaley Porter Idol

Kaley Idol is a registered representative with &partners. Kaley has been in the financial industry since 2018. Kaley is licensed to offer securities and investment advice in Tennessee and holds Series 66, 24, 7, and SIE licenses. Kaley has experience working with individuals, families, and businesses. Kaley is dedicated to providing her clients with personalized financial advice and investment management services.

Firm Information

Kaley Idol is currently registered with & partners. &partners is a Limited Liability Company that was formed on December 7, 1995. They are headquartered in Nashville, TN and have offices in multiple states. The firm provides a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. &partners manages over $1 billion in assets for a diverse client base, including individuals, families, businesses, trusts, and charitable organizations. They are registered with the SEC and in all 51 states.
& partners

40 BURTON HILLS BLVD

NASHVILLE, TN 37215

$1.17B

Assets Under Management

254

Total Clients

250

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Trans fee, service charges; 12b-1; money market trls; bdsp

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kaley Idol’s Registration & Firm History

TN

08/14/2018 - Present

&partners (NASHVILLE TN)

Not sure if Kaley Porter Idol is right for you?

Licenses & Designations

BOTH

Issued 07/19/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/30/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kaley Porter Idol.
Not sure if Kaley Porter Idol is right for you?