Tom Herbert, CFP®
1717 Mallory Lane
Brentwood, TN37027
Tom Herbert, CFP®, serves as a senior vice president with Pinnacle Asset Management and offers securities as a financial advisor with Raymond James Financial Services, Inc., member FINRA/SIPC.
Herbert has been in financial services since 1987, when he started as a registered representative with J.C. Bradford and Company. Later roles include serving as a financial consultant with Franklin Financial and PrimeTrust Financial. He joined Pinnacle Financial Partners in 2007 when PrimeTrust merged with Pinnacle.
Herbert served as a master navigator in the Tennessee National Guard for many years. He retired with the rank of Major.
Education
- Bachelor of Arts, History, The University of Tennessee
Licenses and Certifications
- Series 7, 24, 63 and 65 securities licenses
- CERTIFIED FINANCIAL PLANNER™ professional
Check the background of this investment professional on FINRA's BrokerCheck.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Check the background of these investment professionals on FINRA's Broker Check.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:
| Not FDIC insured | Not bank guaranteed | Subject to risk and may lose value |
| Not guaranteed by any government agency | Not a bank deposit | |
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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