CK
Claude Koontz
from M Capital Advisors
Claude Koontz is a financial advisor based in Tennessee, Nashville,
with 28 years of experience. Claude currently works for
M Capital Advisors.
Claude maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Claude Koontz works at M Capital Advisors
M Capital Advisors is a financial advisory firm based in Nashville, Tennessee. It currently has approximately $846,969,947 of assets under management and employs about 13 people. M Capital Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
104 Woodmont Blvd, Suite 320, Nashville, Tennessee, 37205
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