Values First Advisors

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 Insurance
Monetary 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 Contact
Roy Nunn Co-founder, Investment Advisor
Email Phone
Alex Ellis, Cfp®, Cepa®, Cka® CEO & Founding Partner, Values First Advisors
View
Ed West Iaccp® Chief Compliance Officer and Operations Manager at Values First Advisors
Email

Employees by Management Level

Executive 4 profiles
Individual contributor 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0

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