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Todd David Glisson

Covenant Partners, LLC

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About Todd David Glisson

Todd David Glisson is a financial advisor registered with Covenant Partners, LLC. Todd is a Certified Financial Planner. Todd has been a financial advisor since 1997. Todd's experience includes providing financial planning services to individuals, charitable organizations, and high-net-worth individuals. Todd is licensed to sell life and disability insurance and owns a real estate company. Todd is a Series 6 and Series 63 registered advisor. Todd has a strong background in financial planning, investment management, and insurance. Todd is committed to providing clients with personalized financial advice and guidance.

Firm Information

Todd Glisson is currently registered with Covenant Partners, LLC. Covenant Partners, LLC is an investment advisor based in Nashville, TN. The firm provides financial planning and portfolio management services for individuals and charitable organizations. As of the most recent reporting, the firm manages approximately $944 million in assets.
Covenant Partners, LLC

3811 BEDFORD AVENUE

NASHVILLE, TN 37215

$944.03M

Assets Under Management

4

Total Clients

6

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.

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fiscal counsel

Fiscal counsel

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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Todd Glisson’s Registration & Firm History

TN

01/28/2008 - Present

Covenant Partners, LLC (NASHVILLE TN)

IN

08/15/1994 - 11/15/1996

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

08/15/1994 - 11/15/1996

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 08/11/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd David Glisson.
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