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DR

Danna L. Raube

HORSE COVE PARTNERS LLC
Franklin, TN
Some features on this profile are disabled
CRD#: 5228979
DR

Professional summary


Danna Lee Raube, who also goes by Danna Lee Childress, Danna Lee Helms, is a registered financial advisor currently at HORSE COVE PARTNERS LLC located in Franklin, Tennessee.

Danna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Danna has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Danna Lee Childress | Danna Lee Helms

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.
FINANCIAL IDENTITY ADVISORS, INC.; investment related; 510 Bancroft Way, Franklin TN 37064; Admin assistant for an investment advisor; admin assistant; admin assistant; 05/2019; part-time 20 hours per week; part-time 20 hours per week; appointment setting and admin client servicing

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Danna Lee Raube'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

January 23, 2025 - Present

HORSE COVE PARTNERS LLC

RIA
CRD#: 172389
Franklin, TN
Past

November 25, 2024 - December 31, 2024

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
FRANKLIN, TN
Past

June 23, 2019 - December 31, 2024

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
FRANKLIN, TN
Past

August 23, 2018 - May 3, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
FRANKLIN, TN
Past

December 8, 2006 - December 31, 2015

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
BRENTWOOD, TN
Past

October 25, 2006 - December 31, 2016

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
BRENTWOOD, 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".
HC
HORSE COVE PARTNERS LLC
HORSE COVE PARTNERS LLC

CRD#: 172389 / SEC#: 801-130046

RIA
Registered Investment Advisory firm - (5/16/2024 Approved)
Georgia
Registered Investment Advisory firm - (7/2/2020 Approved)
Indiana
Registered Investment Advisory firm - (9/4/2020 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
(1/23/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/20/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/17/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HC
HORSE COVE PARTNERS LLC
HORSE COVE PARTNERS LLC

CRD#: 172389 / SEC#: 801-130046

RIA
Registered Investment Advisory firm - (5/16/2024 Approved)
Georgia
Registered Investment Advisory firm - (7/2/2020 Approved)
Indiana
Registered Investment Advisory firm - (9/4/2020 Approved)
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Contact information


Main Address
1899 Powers Ferry Rd Se Suite 120, Atlanta, GA 30339
Mailing Address
Phone number
(678) 905-5723
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (8 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/24/2025)

Regulatory assets under management


Total Number of Accounts42
AUM (Assets Under Management)$ 101,564,415

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


HORSE COVE PARTNERS LLC

CRD#: 172389Franklin, TN

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