Advisor at CV Securities Analysis, LLC
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Firm
CV Securities Analysis, LLC
Location
Nashville, TN
Credentials
Series 65
Industry experience
6 years
Christopher Vining is a financial advisor at CV Securities Analysis, LLC in Nashville, TN, with six years of industry experience. He holds a Series 65 designation and has worked previously at Applied Economics, LLC, Coker Group, and CBIZ Valuation Group, LLC. Outside of his advisory role, he provides tutoring in Spanish and finance to college students and individuals pursuing financial designations such as the CFA Charter. CV Securities Analysis, LLC offers portfolio management services to individual and high-net-worth clients, focusing on creating customized Investment Policy Statements that address goals, income, tax considerations, and risk tolerance. The firm employs modern portfolio theory and quantitative analysis with an emphasis on long-term positions and options strategies, managing a small client base that includes a notable presence of non-U.S. clients.
Based on CV Securities Analysis, LLC
$0 - $2,000,000: 1.00% $2,000,001+: 0.90%
Nashville, TN
Tennessee
CV Securities Analysis, LLC
2018 - Present (8 years)
Applied Economics, LLC
2018 - 2019 (1 year)
Unemployed
2017 - 2017 (1 year)
Coker Group
2016 - 2017 (1 year)
CBIZ Valuation Group, LLC
2015 - 2016 (1 year)
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Other specialized services
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