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Investments

Old Hickory Investment Solutions

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Old Hickory Investment Solutions is your qualified partner for comprehensive financial strategies. As a dedicated team of professionals, we are committed to helping you pursue your financial goals and manage your future.

At Old Hickory Investment Solutions, we understand financial well-being requires a personalized approach. With our expertise and access to a wide range of resources, we can provide customized strategies designed to align with your unique needs and aspirations.

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Services

We offer a comprehensive suite of financial services to address your diverse needs.

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Investment Management and Portfolio Construction
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Retirement Planning and Income Strategies

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Estate Planning and Asset Preservation

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Insurance and Risk Management

By understanding your unique circumstances and aspirations, we develop a customized roadmap to help you navigate the complexities of wealth management and pursue your financial objectives.

Meet Our Team

 
Headshot of Brooke Watson, Administrative Assistant
Brooke Watson
Administrative Assistant
brooke.watson@lpl.com
(615) 541-7133

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Old Hickory Credit Union and Old Hickory Investment Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Old Hickory Investment Solutions, and may also be employees of Old Hickory Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Old Hickory Credit Union or Old Hickory Investment Solutions. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union, (Old Hickory Credit Union) provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay Old Hickory Credit Union for these referrals. This creates an incentive for Old Hickory Credit Union to make these referrals, resulting in a conflict of interest. Old Hickory Credit Union is not a current client of LPL for advisory services. 

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

www.lpl.com/CRS