Advisor at Caldwell Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Caldwell Advisors, LLC
Location
Murfreeesboro, TN 37129
Credentials
Series 63, Series 65
Industry experience
21 years
Beverly Davis is a financial advisor with Caldwell Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Caldwell Advisors since 2015 and has been affiliated with LPL Financial since 2007. Outside of advising, she is licensed to sell life, health, disability, and long-term care insurance. Caldwell Advisors, LLC is a five-person SEC-registered investment advisory team managing approximately $339 million for about 482 clients. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and foundations, employing a combination of fundamental and technical analysis to tailor portfolios across mutual funds, equities, and fixed income according to client objectives and risk tolerance.
Based on Caldwell Advisors, LLC
$0 - $1,000,000: up to 2.75% $1,000,001 - $5,000,000: up to 2.00% $5,000,001+: up to 1.25%
Registered Representatives may receive commissions on trades outside advisory services, but not on advisory accounts
Fees for Financial Planning & Consulting may vary; specifics not stated
Account minimum: $750,000 Fee-only: Advisory and planning services fees; no commissions on advisory accounts
1810 Ward Drive, Suite 102
Murfreeesboro, TN 37129
Tennessee
Caldwell Advisors, LLC
2015 - Present (11 years)
LPL Financial
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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