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Noah Moore Collier

Advisor at LPL Financial — Hendersonville, TN W Main St

Updated today

Credentials

Series 66

Experience

3 years

Location

Hendersonville, TN 37075-3320

LPL Financial logo

LPL Financial

Institution

Total advisors

22,716

Across 10,440 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Noah Collier is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2022, he worked in various roles including positions at the University of Tennessee Knoxville and Lipscomb University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing research and model portfolios to support diversified and alternative investment strategies.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Hendersonville, TN W Main St

323 W Main St

Hendersonville TN 37075-3320

Advisors at this office

6

Most active in

Tennessee

Work history

3 years of industry experience

LPL Financial

2022 - Present • 4 years

Hendersonville, TN

University of Tennessee Knoxville

2019 - 2023 • 4 years

Knoxville, TN

Lipscomb University

2018 - 2019 • 1 year

Nashville, TN

Foxland Harbor

2017 - 2018 • 1 year

Gallatin, TN

Station Camp High School

2015 - 2018 • 3 years

Gallatin, TN

Ultimate Party

2015 - 2017 • 2 years

Hendersonville, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Todd H

Series 65, Series 66

Gallatin, TN

Legacy Path Advisors LLC

Todd Hukill is a financial advisor with Legacy Path Advisors LLC in Gallatin, Tennessee. He holds Series 65 and Series 66 designations and has nine years of industry experience. His prior work includes roles at SUNTRUST Investment Services and UBS Financial Services. He also has 18 years of involvement with the Tennessee District Council of the Assemblies of God, Inc. Legacy Path Advisors provides financial planning and discretionary investment management primarily to ministers, pastors, church employees, and other ministry professionals. The firm focuses on clergy-specific financial issues and employs a strategic asset allocation approach using low-cost, diversified index ETFs and model portfolios.

Retirement income strategy General retirement planning Business ownership considerations General tax planning Founder/Business Owner Executive Religious/faith focused Retired
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Henry T

Series 63, Series 65, CFP®, Series 7

Nashville, TN

Raymond James & Associates

Henry is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 7, 63, Series 65 licenses (and CFP designation). He has nine years of industry experience. He serves as Treasurer and Board Member of the nonprofit’s Blind Early Services TN and Autism Career Training. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory programs.

Wealth management Roth conversion strategy Retirement income strategy Tax-loss harvesting Charitable giving tax strategies Founder/Business Owner Retired Executive Real Estate Professional Self-Employed
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William A

Series 66

Nashville, TN

Center Hill Wealth, LLC

William Adams is a financial advisor at Center Hill Wealth, LLC in Nashville, TN, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he serves as secretary for G&L Acquisition, LLC, a real estate company based in Tennessee. Center Hill Wealth provides investment advisory services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm combines fundamental and technical analysis with sector research and both long- and short-term trading strategies, while also offering retirement plan consulting and oversight of third-party money managers.

Active portfolio management
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Angelo R

Series 63, Series 65

Mount Juliet, TN

Roman Wealth Management, LLC

Angelo Roman is the principal advisor at Roman Wealth Management, LLC, an independent firm based in Mount Juliet, TN. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including prior roles at Kestra Advisory Services and Ameriprise Financial Services. Roman serves as Board President for the Joe Beretta Heart Foundation, a nonprofit organization. Roman Wealth Management manages approximately $35 million across around 60 client relationships, providing portfolio management and integrated financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, cyclical, fundamental, and technical analysis to guide investment decisions and emphasizes discretionary long-term trading strategies tailored to client goals.

Active portfolio management
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Rohit P

CFA®, Series 66

Nashville, TN

Lotus Asset Management Limited Liability Company

Rohit Padmanabhan is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has been with Lotus Asset Management Limited Liability Company in Nashville, TN since 2015. Lotus Asset Management provides comprehensive financial advisory services combining investment management, financial planning, held-away account management, and due diligence on alternative and private investments. The firm serves individuals, high-net-worth clients, and charitable organizations, managing portfolios using a diverse range of analysis methods and investment options including mutual funds, ETFs, private placements, and digital assets.

Options & derivatives strategies Real estate investing
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Christian H

Series 66

Nashville, TN

Christian A. Hermo LLC

Christian Hermo is the sole advisor at Christian A. Hermo LLC in Nashville, TN, holding a Series 66 credential with 17 years of industry experience. His work history includes roles at HCA, where he is also employed as a data analyst, and PRGX. Christian A. Hermo LLC provides portfolio management and financial planning services for individual and high-net-worth clients, employing a strategy that integrates fundamental, technical, and cyclical analysis with both long- and short-term trading and options-writing. The firm maintains a small client base, manages all assets internally, and requires clients to use its recommended custodian.

Income planning Cash flow / budgeting
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