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Contact

P: 615-826-2279
E: kevin@clearviewfinancialgroup.com

     

Client Access ›

Address

129 Walton Ferry Road
Hendersonville TN 37075

At Clearview Financial Group we work as your personal financial advisor offering you a wide range of services such as financial planning, retirement planning, wealth management and charitable giving. We serve clients from Hendersonville TN and Nashville TN as well as the surrounding communities. We are Clearview Financial Group - guiding our clients to financial security.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

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.

SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions.  SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest.  Please visit SmartVestor investing professionals | RamseySolutions.com  to learn more.
LPL Financial Form CRS

SmartVestor™ is an advertising and referral service for investment professionals operated by The Lampo Group, LLC d/b/a Ramsey Solutions® ("RS"). When you provide your contact information through the SmartVestor site, RS will introduce you to up to five (5) investment professionals (“Pros”) that cover your geographic area, including Kevin MacWilliams ("Adviser") with LPL FINANCIAL LLC. RS is a paid, non-client promoter of Pros. Adviser has entered into an agreement with RS under which Adviser pays RS compensation for participating in the SmartVestor program, resulting in a material conflict of interest. Due to the compensation received by RS, it has a financial incentive to introduce you to Pros, including an incentive to present certain Pros that offer their services on a national basis ("National Pros") more often than other National Pros that pay lower fees.

Adviser compensates RS through a combination of fees, a flat monthly membership fee of $400 and a flat monthly territory fee of $1050 to advertise Adviser’s services through SmartVestor and to receive client referrals from interested consumers who are located in Adviser’s geographic area. The fees paid by Adviser to RS are paid irrespective of whether you become a client of Adviser and are not passed along to you. However, you should understand that all of the Pros that are available through SmartVestor pay RS fees to participate in the program. Further, the amount of compensation each Pro pays to RS will vary based on certain factors and choose to advertise in local or national markets.

It is up to you to interview Adviser and decide whether you want to hire them. If you decide to hire Adviser, you will enter into an agreement directly with Adviser to provide you with investment advisory services. RS is not affiliated with Adviser and neither RS nor any of its representatives are authorized to provide investment advice on behalf of Adviser or to act for or bind Adviser. RS introduces you to Pros that cover your geographic area based on your zip code. Neither RS nor its affiliates provide investment advice or recommendations as to the selection or retention of any Pro, nor does RS evaluate whether any particular Pro is appropriate for you based on your investment objectives, financial situation, investment needs, or other individual circumstances. No investment advisory agreement with Adviser will become effective until accepted by Adviser. RS does not warrant any services of Adviser or any SmartVestor Pro and makes no claim or promise of any result or success by retaining Adviser. Your use of SmartVestor, including the decision to retain the services of Adviser, is at your sole discretion and risk. Any services rendered by Adviser are solely that of the Adviser. The contact links provided connect to third-party websites. RS and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites. Adviser has signed a Code of Conduct under which it has agreed to certain general investment principles, such as eliminating debt and investing for the longer-term, but RS does not monitor or control the investment advisory services Adviser provides.

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