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.
Credentials
Series 66
Experience Industry experience
3 years
Location
Sweetwater, TN 37874
LPL Financial
Institution
Taylor Fairweather is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2023. Prior to his current role, his work history includes positions at Uber Eats and the University of Tennessee at Knoxville. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services delivered through a large network of investment adviser representatives, utilizing both proprietary research and third-party strategies.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Sweetwater, TN W North St
107 W North St
Sweetwater TN 37874
Advisors at this office
2
Tennessee
3 years of industry experience
LPL Financial
2023 - Present • 3 years
Sweetwater, TN
Unemployed
2023 - 2023 • 1 year
Knoxville, TN
Uber Eats
2020 - 2021 • 1 year
Knoxville, TN
University of Tennessee at Knoxville
2019 - 2022 • 3 years
Knoxville, TN
Unemployed
2019 - 2019 • 1 year
Sweetwater, TN
Sweetwater Highschool
2015 - 2019 • 4 years
Sweetwater, TN
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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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