Advisor at Equitable Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Athens, TN 37303
Credentials
Series 63, Series 65
Industry experience
7 years
Erica Croomes is a financial advisor with Equitable Advisors in Athens, TN, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at First Horizon Advisors Inc. and First Horizon Bank from 2003 to 2020, and briefly at Axa Advisors LLC in 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
106 E Washington Ave
Athens, TN 37303
Tennessee
Equitable Advisors
2020 - Present (6 years)
Axa Advisors LLC
2020 - 2020 (1 year)
First Horizon Advisors Inc.
2003 - 2020 (17 years)
First Horizon Bank (formerly known as First Tennessee Bank)
2003 - 2020 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Athens, TN
Capital Square, LLC
Jeffrey Shelton is a financial advisor with Capital Square, LLC in Athens, TN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining Capital Square in 2017, he worked at Bellwether Investment Group, LLC for two years. He also maintains a part-time insurance agent role focused on life insurance and fixed annuities, primarily managing existing contracts. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm manages approximately $393 million in client assets, offering tailored portfolios with a range of strategies and emphasizes client education and ongoing disclosure.
Series 63, Series 65
Athens, TN
Capital Square, LLC
Notley Maddox is a financial advisor at Capital Square, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bellwether Investment Group and Capital Square since 2008. In addition to his advisory role, Maddox is an Assistant Professor at Tennessee Wesleyan University, where he teaches corporate finance. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers tailored portfolios through asset allocation and employs both discretionary and non-discretionary management strategies.
Series 65
Athens, TN
United Advisors America
William Huff is a financial advisor at United Advisors America with eight years of industry experience. He holds a Series 65 designation and has worked at United Advisors America since 2017 and Alliance America Corporation since 2015. In addition to his advisory role, he is an insurance agent for Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering both discretionary and non-discretionary portfolio management along with complimentary financial planning upon request. The firm employs a Modern Portfolio Theory-based approach, using customized asset allocations and model portfolios primarily composed of mutual funds and ETFs.
Series 65
Athens, TN
Capital Square, LLC
Richard Shelton is a financial advisor at Capital Square, LLC, holding a Series 65 designation. He has been with Capital Square since 2023 and has prior experience working in education and as a self-employed professional. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments, managing approximately $393 million in client assets as of December 2024. The firm offers tailored portfolios through asset allocation across various investment vehicles and emphasizes client education and ongoing disclosure.
CFP®, Series 66
Athens, TN
Capital Square, LLC
Suzanne Burrell is a CFP® and holds a Series 66 license with 16 years of experience in the financial industry. She has been with Capital Square, LLC since 2017 and previously worked at Bellwether Investment Group, LLC from 2015 to 2017. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and both discretionary and non-discretionary portfolio management, managing approximately $393 million in client assets as of December 2024, with tailored portfolios reviewed quarterly and financial plans developed after detailed client interviews.
Series 65
Athens, TN
Capital Square, LLC
Cody Burrell is a financial advisor at Capital Square, LLC in Athens, TN, holding a Series 65 designation with one year of industry experience. Prior to joining Capital Square, he worked at UBS Financial Services Inc. from 2022 to 2024 and has experience outside the financial sector, including a role at Bradley County Schools from 2017 to 2021. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments, managing approximately $393 million in client assets as of December 2024. The firm offers tailored portfolios using a range of asset classes and strategies, with a multi-office presence and a focus on client education and ongoing disclosure.
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