Frank G. Puryear

BARKSDALE INVESTMENT MANAGEMENT

Nashville, TN 37215-6104

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CRD#: 1984403

Professional summary

Frank Gillette Puryear is a registered financial advisor currently at BARKSDALE INVESTMENT MANAGEMENT located in Nashville, Tennessee.

Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Frank has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Gillette Puryear's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 17, 2004 - Present

BARKSDALE INVESTMENT MANAGEMENT

Office #1: 40 Burton Hills Blvd Suite 230, Nashville, TN 37215-6104

RIA

CRD#: 105098

Nashville, TN

Past

September 19, 1989 - September 9, 1992

AMERISTAR CAPITAL MARKETS, INC.

CRD#: 17068

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BARKSDALE INVESTMENT MANAGEMENT

BARKSDALE INVESTMENT MANAGEMENT | WEAVER C. BARKSDALE & ASSOCIATES, INC. | BARKSDALE WEAVER C AND ASSOCIATES INC

CRD#: 105098 / SEC#: 801-23126

RIA

Registered Investment Advisory firm - (12/27/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(2/17/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/27/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/16/1989

General Securities Representative Examination

Current Firm

BARKSDALE INVESTMENT MANAGEMENT

BARKSDALE INVESTMENT MANAGEMENT | WEAVER C. BARKSDALE & ASSOCIATES, INC. | BARKSDALE WEAVER C AND ASSOCIATES INC

CRD#: 105098 / SEC#: 801-23126

RIA

Registered Investment Advisory firm - (12/27/1984 Approved)

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Contact information

Main Address

40 Burton Hills Blvd Suite 230, Nashville, TN 37215-6104

Mailing Address

Phone number

(615) 665-1085

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BARKSDALE INVESTMENT MANAGEMENT ADV PART 2A (6/6/2025)

Regulatory assets under management

Total Number of Accounts	126
AUM (Assets Under Management)	$ 3,625,659,373

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Frank G. Puryear

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Gillette Puryear's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARKSDALE INVESTMENT MANAGEMENT

AMERISTAR CAPITAL MARKETS, INC.

Primary Firm SEC Registration

BARKSDALE INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 9/27/1989

Series 7

Date: 9/16/1989

Current Firm

BARKSDALE INVESTMENT MANAGEMENT

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BARKSDALE INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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