Values First Advisors
Financial Services
801 Sunset Dr
9 employees
- Employees
- 9
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Values First Advisors Overview
- Headquarters
- 801 Sunset Dr
- Website
- valuesfirst.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2009
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Values First Advisors
We incorporate biblical principles as a foundation for your investment management and financial planning process. We don’t just offer the technical abilities needed for investing, retirement planning, estate planning, tax planning, and more. We also understand your biblical values, and how these impact financial decisions. Founded in 2009, our team of professionals serves over 900 clients in over 30 states. We use our wealth of knowledge and experience to offer substantial benefits to individuals, families, business owners, and churches. Locations: Johnson City, TN | Jacksonville, FL | Kansas City, KS For social media terms of use and additional disclosures, please visit: https://valuesfirst.com/socialmedia.
Values First Advisors Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 1
- 33.3% coverage
Values First Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Roy Nunn | Co-founder, Investment Advisor | Abingdon, Virginia, United States |
Email
Phone
|
| Alex Ellis, Cfp®, Cepa®, Cka® | CEO & Founding Partner, Values First Advisors | Metro Jacksonville, United States |
View
|
| Ed West Iaccp® | Chief Compliance Officer and Operations Manager at Values First Advisors | Blountville, Tennessee, United States |
Email
|
Employees by Management Level
Executive
4 profiles
Individual contributor
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
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