Kimberly
Barry
Knox Wealth Partners Advisory
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About this Advisor
Kimberly Barry is a financial advisor operating out of Knoxville, Tennessee who has 3 years of industry experience. Barry is currently employed by Knox Wealth Partners Advisory. Barry has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Lpl Financial LLC and Knox Wealth Partners Advisory LLC. Barry has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Tennessee. Knox Wealth Partners Advisory is a business operating out of Knoxville, TN. It has a total of seven advisors. It administers $145 million in assets under management across its 602 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 602 customer accounts, just 5% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically vary depending on which services are offered. Fee types charged by Knox Wealth Partners Advisory most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Knox Wealth Partners Advisory Brokerage Details
$145,331,836
7
602
$241,415
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kimberly Barry Work History
Kimberly has been registered as a financial advisor for 3 years.*
Lpl Financial LLC
Knox Wealth Partners Advisory LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Kimberly Barry 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 Knox Wealth Partners Advisory
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Lenoir City, TN
Knoxville, TN
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