Here is a list by state of financial advisors who offer our portfolios.
(Some of these advisors can work with investors in any state and some have no investment minimums)
Unsure on how to get started?
Contact Carter at 423-722-1776 extension 1
or send an email to contact@americanvalues.com
California
Florida
Alex Ellis
Values First Advisors
Ponte Vedra, Florida
903-930-4662
Minimum Investment: $100K
Serves clients in all states
Kansas
Connie Pearson
Values First Advisors
Desoto, Kansas
913-709-2057
Minimum Investment: $100K
Serves clients in all states
Montana
Tennessee
Benji Nunn
Values First Advisors
Johnson City, Tennessee
423-218-1403
Minimum Investment: $100K
Serves clients in all states
Cliff Taylor
Values First Advisors
Johnson City, Tennessee
423-218-1403
Minimum Investment: $100K
Serves clients in all states
Ken Brewer
Values First Advisors
Johnson City, Tennessee
423-218-1403
Minimum Investment: $100K
Serves clients in all states
Fred McDonald
First Advisors National
Murfreesboro, Tennessee
615-890-5249
Minimum Investment: $100K
Serves clients in all states
Doug Vowell
Vowell Financial Group
Hendersonville, TN
doug@vowellfg.com
615-347-6044
Minimum Investment: $100K
Serves client in all states
Website
Virginia and Washington DC
Dave Ermlick
Cornerstone Senior Services
Centreville, Virginia (near Washington DC)
703-338-7103
Washington
Illinois
Dirk Swiderek
First Advisors National
Palos Height, Illinois
708-296-2470
Minimum Investment: $100K
Serves clients in all states