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Buddy Whelchel is a registered investment advisor, based in Nashville, TN, with 1 years of industry experience.
Location
1102 Kermit Drive, Suite 200, Nashville, TN, 37217
Get directionsHistory
Regulatory History (1)
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Criminal
June 2006Final Disposition
Other Business ActivitiesSells Insurance
Buddy is a financial consultant at Florida Financial Advisors (DBA Tristate Financial Advisors), a registered investment advisor, dedicating full-time hours to this role. Buddy also engages in fixed insurance sales through Florida Financial Insurance (DBA Tristate Financial Advisors), spending a few hours per week on this activity.
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
October 2025 - Present · 7 mos
Florida Financial Advisors, LLC
February 2025 - Present · 1 yr 3 mos
State Registrations3 states
FLTNTX
AdvisorBrokerBoth
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.