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Roy Elvin Nunn

Values First Advisors, Inc.

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About Roy Elvin Nunn

Roy Elvin Nunn is an investment advisor representative at Values First Advisors, Inc., registered in Tennessee. Roy has been in the industry since 1985. Roy has passed the Series 6, Series 26, Series 63, and Series 65 exams. Roy is licensed to sell insurance and is entitled to receive commissions or other remuneration on the sale of insurance products. Values First Advisors, Inc. provides financial planning and portfolio management for individuals.

Firm Information

Roy 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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Roy Nunn’s Registration & Firm History

TN

11/13/2023 - Present

Values First Advisors, Inc. (GRAY TN)

VA

11/05/2003 - 12/31/2006

CFD INVESTMENTS, INC. (ABINGDON VA)

CO

05/21/2003 - 11/03/2003

THE LEADERS GROUP, INC. (LITTLETON CO)

GA

05/03/1985 - 05/27/2003

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 12/16/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/01/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/01/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roy Elvin Nunn.
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