MK
Maurice J. Kellogg
INTERNATIONAL FIDUCIARY MANAGERS
NASHVILLE, TN 37203
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CRD#: 854755
MK
Professional summary
Maurice J Kellogg is a registered financial advisor currently at INTERNATIONAL FIDUCIARY MANAGERS, INC. located in Nashville, Tennessee.
Maurice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Maurice has worked at 1 firm .
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.
MASTER SALES, INC.
PRESIDENT SINCE 7/1991
MSI PROVIDES EDITORIAL SUPPORT FOR PUBLISHERS AND AUTHORS; AND OCCASIONAL COMPUTER SOFTWARE OR EQUIPMENT RESALE SUPPORT FOR BUSINESS AND INDIVIDUALS (INACTIVE PORTION OF BUSINESS).
INVOLVEMENT IS AS A PASSIVE INVESTMENT AND GENERALLY LIMITED TO PREPARATION OF TAX FILINGS. TIME VARIES BUT RARELY EXCEEDS 12 HOURS PER YEAR. NO TIME CONFLICT WITH INVESTMENT MANAGEMENT/ADVISER DUTIES.
CRS (Client Relationship Summary) - RIA
Click below to view Maurice J Kellogg's 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®
NoneExperience
Current
March 23, 2004 - Present
INTERNATIONAL FIDUCIARY MANAGERS, INC.
Office #1: 3100 West End Ave. #230, Nashville, TN 37203RIA
CRD#: 129540
NASHVILLE, TN
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(3/23/2004)
Exams
Current Firm
IF
INTERNATIONAL FIDUCIARY MANAGERS, INC.
INTERNATIONAL FIDUCIARY MANAGERS, INC.
CRD#: 129540 / SEC#:
Tennessee
Registered Investment Advisory firm - (3/16/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Whites Creek, TN
Mailing Address
Phone number
(615) 767-4267
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 1,457,822 |
Red Flags
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