Benjamin P. Nunn

VALUES FIRST ADVISORS

JOHNSON CITY, TN 37604

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CRD#: 6345560

Professional summary

Benjamin Patrick Nunn, CFP®, who also goes by Benji Patrick Nunn, is a registered financial advisor currently at VALUES FIRST ADVISORS, INC. located in Johnson City, Tennessee.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Benjamin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Benji Patrick Nunn

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.

BENJI IS LICENSED TO SELL INSURANCE AND IS ENTITLED TO RECEIVE COMMISSIONS OR OTHER REMUNERATION ON THE SALE OF INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Patrick Nunn'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

August 13, 2014 - Present

VALUES FIRST ADVISORS, INC.

Office #1: 801 Sunset Drive Suite C100, Johnson City, TN 37604

RIA

CRD#: 148532

JOHNSON CITY, 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".

VALUES FIRST ADVISORS, INC.

VALUES FIRST ADVISORS, INC. | VALVES FIRST ADVISORS

CRD#: 148532 / SEC#: 801-70391

RIA

Registered Investment Advisory firm - (7/24/2009 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
(11/13/2023)

IAR

Texas
(11/14/2019)

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: 8/13/2014

Uniform Investment Adviser Law Examination

Current Firm

VALUES FIRST ADVISORS, INC.

VALUES FIRST ADVISORS, INC. | VALVES FIRST ADVISORS

CRD#: 148532 / SEC#: 801-70391

RIA

Registered Investment Advisory firm - (7/24/2009 Approved)

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Contact information

Main Address

801 Sunset Drive Suite C100, Johnson City, TN 37604

Mailing Address

Phone number

(877) 832-3847

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALUES FIRST ADVISORS, INC. FORM ADV BROCHURE (10/9/2025)

Regulatory assets under management

Total Number of Accounts	1,504
AUM (Assets Under Management)	$ 201,956,787

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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Benjamin P. Nunn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Patrick Nunn's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALUES FIRST ADVISORS, INC.

Primary Firm SEC Registration

VALUES FIRST ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/2014

Current Firm

VALUES FIRST ADVISORS, INC.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALUES FIRST ADVISORS, INC.

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