Kimberly
Barry
Knox Wealth Partners Advisory
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About this Advisor
Kimberly Barry is a financial advisor based in Knoxville, Tennessee, working with Knox Wealth Partners Advisory. Kimberly has previously held positions 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. Kimberly has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Kimberly is part of Knox Wealth Partners Advisory, which operates out of Knoxville, Tennessee. The firm has 1 office and 7 employees. The firm manages assets totaling $176.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Knox Wealth Partners Advisory includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Knox Wealth Partners Advisory Brokerage Details
$176,934,432
7
500
$353,869
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kimberly Barry Work History
Lpl Financial LLC
Knox Wealth Partners Advisory LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
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
Lenoir City, TN
Knoxville, TN
Knoxville, TN
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