Best Investors Account Sign in
Inactive

Carter Clarke Norvell

Cn Wealth LLC

Nashville, TN

Claim This Profile
Current Employers
Cn Wealth Llc

711 Lynnbrook Road, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-24
  • TN RA
    APPROVED
    Since 2025-03-24

Branch Locations

711 Lynnbrook Road, Nashville, TN 37215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Norvell Advisors Llc Nashville TN 02/2025 Present
Equitable Trust Company Nashville TN 07/2020 02/2025
Healthmark Ventures, Llc Nashville TN 11/2015 07/2020
  • 02/2025 → Present
    Norvell Advisors Llc
    Nashville, TN
  • 07/2020 → 02/2025
    Equitable Trust Company
    Nashville, TN
  • 11/2015 → 07/2020
    Healthmark Ventures, Llc
    Nashville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-02
  • S65 Uniform Investment Adviser Law Examination
    2024-07-02

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
OCEAN PARK ASSET MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
HIGHTOWER ADVISORS, LLC
SANFORD C. BERNSTEIN & CO., LLC

Other Investors

JOHN STUART PIOVARCY
Robert Michael McMahan
Thaddeus B Corbin
HEATHER BARBOUR
CRYSTAL LYNN BEASTROM
JULIE G SANDBERG
JACKSON REESE MORAN
Hugh G Anderson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
OCEAN PARK ASSET MANAGEMENT, LLC · Nashville, TN
U.S. BANCORP ADVISORS, LLC · Nashville, TN

More in Nashville, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor