The Advisor Group Employee Directory

Financial ServicesTennessee, United States11-50 Employees

The Advisor Group USA, LLC operates in the Financial Services industry and is based in Memphis, Tennessee, at 1661 International Drive, Suite 400. The company describes itself as independent, offering access to a broad range of providers rather than being tied to a single company or product. It emphasizes a 'shopping' approach to finding the best options for clients, including life insurance, annuities, and long-term care, through a network of providers globally. The organization states it can develop its own programs based on market opportunities, and that some clients encounter techniques unfamiliar to their existing financial planners. The firm has 11-50 employees and operates a website at theadvisorgroupusa.com. Reported revenue is in the range of $10 million to $25 million.

Find The Advisor Group employees' phone numbers or email addresses

The Advisor Group Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

The Advisor Group's Leadership

  • Stylized image of a person
    L. E.
    President
    Phone icon
  • Stylized image of a person
    J. D.
    Wealth Manager Iar
    Phone icon
  • Stylized image of a person
    L. S.
    Senior Operations Processor
    Phone icon
  • Stylized image of a person
    M. S.
    Associate
    Phone icon
  • Stylized image of a person
    D. P.
    Corporate Trainer
    Phone icon

The Advisor Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Entrepreneurship
  • Finance
  • Accounting
  • Other

Contact profiles from The Advisor Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. E.
    President
    Phone icon
    United StatesTennessee
    Sep 10, 2025
  • Stylized image of a person
    J. D.
    Wealth Manager Iar
    Phone icon
    United StatesMassachusetts
    Feb 29, 2024
  • Stylized image of a person
    L. S.
    Senior Operations Processor
    Phone icon
    United StatesGeorgia
    Apr 15, 2026
  • Stylized image of a person
    M. S.
    Associate
    Phone icon
    United StatesTennessee
    Apr 16, 2026
  • Stylized image of a person
    D. P.
    Corporate Trainer
    Phone icon
    United StatesGeorgia
    Oct 21, 2024

Frequently Asked Questions

What is The Advisor Group known for?

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The Advisor Group was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 1661 International Drive Suite 400 Memphis, Tennessee 38120 United States. Explore The Advisor Group's company overview page for more information.

What is The Advisor Group's most common email format?

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The Advisor Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Advisor Group email formats with LeadIQ.

How many employees does The Advisor Group have currently?

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The Advisor Group has approximately 17 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are The Advisor Group's key employees and leadership?

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As of June 2026, The Advisor Group's key employees include:

  • President: L. E.
  • Wealth Manager Iar: J. D.
  • Senior Operations Processor: L. S.
  • Associate: M. S.
  • Corporate Trainer: D. P.

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