Thomas Christenbury
Thomas Christenbury is a registered investment advisor at Strategic Advisory Services, based in Memphis, TN, with 42 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 340 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Advisory Services charges an annual fee based on the value of your portfolio. The exact fee is negotiable and depends on the complexity of your account.
The fee covers quarterly performance reports, monthly newsletters, insurance analysis, portfolio analysis, client workshops, wealth transfers, market updates, defined contribution asset allocation, and client reviews. Transaction fees may also apply, depending on the account type.
Location
6465 Quail Hollow Road, Suite 301, Memphis, TN, 38120
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas operates Strategic Wealth Management as a DBA for his LPL business and provides investment advisory services through Strategic Advisory Services LLC, dedicating nearly full-time hours to the latter. He also serves as a building superintendent for Walker Commercial Property and owns Christenbury, LLC for tax/investment purposes, but spends minimal time on these activities.
Employment History
Current Registrations
Strategic Advisory Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Duncan-Williams, INC.
Duncan-Williams, INC.Broker
Sterne Agee Investment Advisors, INC.
Sterne, Agee & Leach, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Vining SparksBroker
Icba SecuritiesBroker
Nbc Capital Markets GroupBroker
Invest Financial CorporationBroker
Ameristar Capital Markets, INC.Broker
Morgan Keegan & Company, INC.Broker
Municipal Securities, IncorporatedBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.