Hannah
Whatley
Rather & Kittrell, Inc
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About this Advisor
Hannah Whatley is a certified financial planner working in Knoxville, Tennessee with a total of 2 years of industry experience. Whatley is an employee of Rather & Kittrell, Inc. Whatley has gained experience at Fidelity Brokerage Services LLC, Fidelity Investments Institutional Operations Company Inc, Furman University, South Carolina Legal Services, Rather & Kittrell Capital Management, The Restoration House and Rather & Kittrell, Inc. Whatley has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Tennessee. Rather & Kittrell, Inc is a registered investment business based out of Knoxville, TN. The company has a total of 25 financial advisors. It has $1 billion in assets under management across its 2,662 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm advises five charitable organizations. Of its 2,662 customer accounts, 21% are associated with high-net-worth investors who have more than $1 million in assets. Rather & Kittrell, Inc has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees typically vary depending on which services the firm provides the client. Fee types charged by Rather & Kittrell, Inc likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rather & Kittrell, Inc Brokerage Details
$1,204,469,809
25
2,662
$452,468
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Hannah Whatley Work History
Hannah has been registered as a financial advisor for 2 years.*
Rather & Kittrell, Inc
Fidelity Brokerage Services LLC
Fidelity Investments Institutional Operations Company Inc
South Carolina Legal Services
Rather & Kittrell Capital Management
The Restoration House
Rather & Kittrell Capital Management
Furman University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hannah Whatley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rather & Kittrell, Inc
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
