BS
BS

Bob Clay Sircy

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
10,811 clients
Average Client Portfolio
$600K average
Assets Under Management
$6.5B

Fee Structure

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Location

801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bob is a Vice President at SageSpring Wealth Partners and a team member for Sircy-Hurd Wealth Group. He also refers clients to Vanbridge for insurance products and sells long-term care insurance, dedicating minimal time to these insurance-related activities.

Employment History
Current Registrations
Sagespring Wealth Partners
September 2016 - Present · 9 yrs 5 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - December 2016 · 7 yrs 11 mos
Raymond James Financial Services
March 2007 - January 2009 · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
February 2007 - December 2024 · 17 yrs 10 mos
State Registrations3 states
ALTNTX
Advisor
Exams
No exam information available for this advisor.
Bob Clay Sircy - Financial Advisor | TrueAdvisor