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AR

Ann L. Roberts

BARKSDALE INVESTMENT MANAGEMENT
NASHVILLE, TN 37215
Some features on this profile are disabled
CRD#: 2195221
AR

Professional summary

Ann Loden Roberts, who also goes by Ann Elizabeth Loden, is a registered financial advisor currently at BARKSDALE INVESTMENT MANAGEMENT located in Nashville, Tennessee.

Ann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Ann has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ann Elizabeth Loden

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 Ann Loden Roberts'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: One Burton Hills Blvd, Suite 100, Nashville, TN 37215
RIA
CRD#: 105098
NASHVILLE, TN

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".
BI
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)
IAR
Texas
(11/27/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/21/1995
Uniform Investment Adviser Law Examination

Current Firm

BI
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
13

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts126
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.

Company Information

BARKSDALE INVESTMENT MANAGEMENT

CRD#: 105098Nashville, TN 37215

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