CC
CFA
CC
CFA

Claude Carmichael

29 Years of Experience
Franklin, TN

Claude Carmichael is a CFA-designated registered investment advisor at Carmichael Creel Investments, based in Franklin, TN, with 29 years of industry experience. Claude operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 76 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$126.6M
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Location

339 Main Street, 2nd Floor, Franklin, TN, 37064

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Carmichael Creel Investments
June 1996 - Present · 29 yrs 10 mos
State Registrations2 states
TNTX
Advisor

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.

Exams
No exam information available for this advisor.