Christopher F. Prest

LEE DANNER & BASS

Nashville, TN 37203

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CRD#: 4666752

Professional summary

Christopher Forrest Prest is a registered financial advisor currently at LEE DANNER & BASS INC located in Nashville, Tennessee.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Christopher has worked at 6 firms and has passed the Series 65, 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 Christopher Forrest Prest'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

March 25, 2025 - Present

LEE DANNER & BASS INC

Office #1: 3100 West End Avenue Suite 1250, Nashville, TN 37203

RIA

CRD#: 111002

Nashville, TN

Past

June 27, 2024 - March 3, 2025

CYPRESS CAPITAL, LLC

RIA

CRD#: 171266

FRANKLIN, TN

Past

May 21, 2019 - July 2, 2024

CALYDON CAPITAL, LLC

RIA

CRD#: 285485

MEMPHIS, TN

Past

February 15, 2019 - May 16, 2019

GREEN SQUARE WEALTH MANAGEMENT, LLC

RIA

CRD#: 297048

Memphis, TN

Past

September 12, 2018 - February 1, 2019

STEEL GROVE CAPITAL ADVISORS, LLC

RIA

CRD#: 115231

MEMPHIS, TN

Past

September 15, 2015 - September 10, 2018

STEEL GROVE CAPITAL ADVISORS, LLC

RIA

CRD#: 115231

MEMPHIS, TN

Past

August 21, 2015 - December 31, 2017

STEEL GROVE CAPITAL ADVISORS, LLC

RIA

CRD#: 115231

MEMPHIS, TN

Past

September 21, 2004 - December 31, 2005

GREEN SQUARE SECURITIES, LLC

CRD#: 43244

MEMPHIS, 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".

LEE DANNER & BASS INC

CRD#: 111002 / SEC#: 801-30924

RIA

Registered Investment Advisory firm - (11/27/1987 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
(3/25/2025)

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

IAR

Series 65

Date: 8/17/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/19/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/20/2004

General Securities Representative Examination

Current Firm

LEE DANNER & BASS INC

CRD#: 111002 / SEC#: 801-30924

RIA

Registered Investment Advisory firm - (11/27/1987 Approved)

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Contact information

Main Address

3100 West End Avenue Suite 1250, Nashville, TN 37203

Mailing Address

Phone number

(615) 244-7775

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (12/9/2025)

Regulatory assets under management

Total Number of Accounts	1,010
AUM (Assets Under Management)	$ 1,758,980,045

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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Advisor Monitoring

Firm Stability Insights

Christopher F. Prest

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Forrest Prest's CRS (Customer Relationship Summary).

Certified licenses

Experience

CYPRESS CAPITAL, LLC

CALYDON CAPITAL, LLC

GREEN SQUARE WEALTH MANAGEMENT, LLC

STEEL GROVE CAPITAL ADVISORS, LLC

STEEL GROVE CAPITAL ADVISORS, LLC

STEEL GROVE CAPITAL ADVISORS, LLC

GREEN SQUARE SECURITIES, LLC

Primary Firm SEC Registration

LEE DANNER & BASS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/17/2015

Series 63

Date: 10/19/2004

Series 7

Date: 9/20/2004

Current Firm

LEE DANNER & BASS INC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEE DANNER & BASS INC

TRUST BUT VERIFY

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