Profile
Mr. Larry A.
Ellis is a Founding Partner & Principal at Values First Advisors, Inc. As an investment advisor and fiduciary, he helps his clients make wise financial decisions, live a generous life, and leave a meaningful legacy.
In addition to this, he oversees the firm’s operations and, along with his partner, the firm’s strategic vision.
Mr. Ellis previously served as an investment advisor with American Values Investments where he and his partner first used faith based investing with their clients.
He received his undergraduate degree from Boyce College.
Alex Ellis active positions
| Companies | Position | Start |
|---|---|---|
Values First Advisors, Inc.
 Values First Advisors, Inc. Investment ManagersFinance Values First Advisors, Inc. (Values First) is an independent registered investment advisor headquartered in Gray, Tennessee. The firm was co-founded by Roy E. Nunn and L. Alex Ellis in 2009. VFA provides portfolio management and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. | Founder | 2008-12-31 |
Former positions of Alex Ellis
| Companies | Position | End |
|---|---|---|
American Values Investments, Inc.
 American Values Investments, Inc. Investment ManagersFinance American Values Investments, Inc. (AVI) is an independent, SEC-registered investment advisor headquartered in Gray, Tennessee. The firm was founded by Carter LeCraw in 1996 as LeCraw Investment Management, Inc. AVI serves as a sub-advisor to other investment advisory firms that provide model equity portfolios for their clients. As a sub-advisor, AVI offers three American Values Portfolio models that each contains only American Values Stocks. | Corporate Officer/Principal | - |
Training of Alex Ellis
| Boyce College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Values First Advisors, Inc.
Values First Advisors, Inc. Investment ManagersFinance Values First Advisors, Inc. (Values First) is an independent registered investment advisor headquartered in Gray, Tennessee. The firm was co-founded by Roy E. Nunn and L. Alex Ellis in 2009. VFA provides portfolio management and financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. | Finance |
American Values Investments, Inc.
American Values Investments, Inc. Investment ManagersFinance American Values Investments, Inc. (AVI) is an independent, SEC-registered investment advisor headquartered in Gray, Tennessee. The firm was founded by Carter LeCraw in 1996 as LeCraw Investment Management, Inc. AVI serves as a sub-advisor to other investment advisory firms that provide model equity portfolios for their clients. As a sub-advisor, AVI offers three American Values Portfolio models that each contains only American Values Stocks. | Finance |
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