Rayburn West Financial Services LLC is an adviser based in Nashville. It manages $41.48 million of regulatory assets for 233 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Tennessee.
Rayburn West Financial Services provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rayburn West Financial Services LLC is $41.48 million. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rayburn West Financial Services LLC for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Charles Rayburn West has been acting as President since 1 Aug 2007. Andrea Gayle Bryant joined the executive team most recently as the Chief Compliance Officer.
The principal office where Rayburn West Financial Services LLC performs its advisory services is located at 4117 Hillsboro Pike, Nashville, TN 37215, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 615-386-6932 or by fax 615-386-6934. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.