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George Bullard Stadler

Hms Investment Advisors

Nashville, TN

CRD 1228418

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Employer firm

Hms Investment Advisors CRD 149764

$282M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • ASSET ALLOCATION CONSULTING AND FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Hms Investment Advisors

5130 Ashland City Hwy, Nashville, TN 37218 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2009-04-28
  • TN RA
    APPROVED
    Since 2009-04-28

Branch Locations

5130 Ashland City Hwy, Nashville, TN 37218 • 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
Hms Capital Amangement, Llc Nashville TN 04/2009 Present
  • 04/2009 → Present
    Hms Capital Amangement, Llc
    Nashville, TN
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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