VALUES FIRST ADVISORS, INC.
GRAY, TN

VALUES FIRST ADVISORS, INC. is a distinguished financial advisory firm founded on the principle of integrating individual core values with investment decisions to achieve aligned financial goals. Incorporated in Florida on February 22, 2018, under the official filing number F18000000921 and listed as a Florida Corporation for Profit (FORP), the company maintains its headquarters at 203 Fort Wade Road, Ponte Vedra Beach, FL. Its dedication is reflected in its commitment to assisting over 800 clients across more than 30 states with their financial aspirations while ensuring consistency with personal values. The organization's innovative approach has garnered notable recognition for its ability to tailor investment strategies that respect the unique ethical and ethical preferences of each client. Guided by a team led by Chief Executive Officer Larry A Ellis and President Nunn P Benjamin, VALUES FIRST ADVISORS, INC. boasts a reputable roster of leadership committed to the company's mission. With operational oversight from its mailing address in Gray, County of Saint Johns, FL, while maintaining DE as their home state designation, the firm is accessible through multiple contact numbers: (877) 832-3847; (276) 623-1225; (423) 218-1403; (904) 930-4662; and (913) 585-1095. The latest annual report was filed on March 4, 2024, with the Fei Number 270392191 marking its most recent reporting status. For more details about their services and philosophy, the company invites inquiries through their website: valuesfirstadvisors.com.

KEY FACTS ABOUT VALUES FIRST ADVISORS, INC.

Company name
VALUES FIRST ADVISORS, INC.
Status
Active
Filed Number
F18000000921
FEI Number
270392191
Date of Incorporation
February 22, 2018
Age - 8 years
Home State
DE
Company Type
Foreign for Profit

CONTACTS

Website
http://valuesfirstadvisors.com
Phones
(877) 832-3847
(276) 623-1225
(423) 218-1403
(904) 930-4662
(913) 585-1095

VALUES FIRST ADVISORS, INC. NEAR ME

Principal Address
101 OLD GRAY STATION ROAD,
GRAY,
TN,
37617,
US
Mailing Address
203 FORT WADE ROAD,
PONTE VEDRA,
TN,
32081,
US

See Also

Officers and Directors

The VALUES FIRST ADVISORS, INC. managed by the two persons from PONTE VEDRA, GRAY on following positions: Chief Executive Officer, President

Larry Ellis

Position
Chief Executive Officer Active
From
PONTE VEDRA, FL

Nunn Benjamin

Position
President Active
From
GRAY, TN, TN





Registered Agent is Larry A Ellis

From
PONTE VEDRA, 32081

Annual Reports

2025
March 5, 2025
2024
March 4, 2024