Kristen
Tucker

Knox Wealth Partners Advisory

CRD#4266988
Investment Advisor
in Knoxville, TN

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About this Advisor

Kristen Tucker is a financial advisor based in Knoxville, Tennessee, working with Knox Wealth Partners Advisory. Kristen has previously held positions at Lpl Financial LLC and Knox Wealth Partners Advisory. Kristen has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Kristen 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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10710 Murdock Drive Suite 101
Knoxville, TN 37932

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Knox Wealth Partners Advisory Brokerage Details

Total Assets Under Management

$176,934,432

TN Average: $730,596,643
Total Number of Employees

7

TN Average: 15
Total Number of Accounts

500

TN Average: 968
Average Account Size

$353,869

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Kristen Tucker Work History

2017 - Present (7 years)

Knox Wealth Partners Advisory

2012 - Present (12 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of Kristen Tucker 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

Barry Bartlett
Knoxville, TN
Kristen Tucker
Knoxville, TN
Charles Farmer
Knoxville, TN
Robin Clark
Lenoir City, TN
Kimberly Barry
Knoxville, TN
Kristie Kughler
Knoxville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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