Kyle
Griffin

Nations Financial Group, Inc

CRD#5761604
Investment Advisor
in Knoxville, TN

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About this Advisor

Kyle Griffin is a financial advisor based in Knoxville, Tennessee, working with Nations Financial Group, Inc. Kyle has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Advisors Financial Network, LLC, and Nations Financial Group, Inc. Kyle has passed the Series 66 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Kyle is part of Nations Financial Group, Inc, which operates out of Knoxville, Tennessee. The firm has 35 offices and 83 employees. The firm manages assets totaling $3.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Nations Financial Group, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

400 Ebenezer Rd.
Knoxville, TN 37923

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Nations Financial Group, Inc Brokerage Details

Total Assets Under Management

$3,398,671,718

TN Average: $9,259,360,772
Total Number of Employees

83

TN Average: 166
Total Number of Accounts

9,857

TN Average: 7,189
Average Account Size

$344,798

TN Average: $1,287,990

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

Kyle Griffin Work History

2022 - Present (2 years)

Nations Financial Group, Inc

2015 - 2022 (7 years)

Wells Fargo Advisors Financial Network, LLC

2010 - 2015 (5 years)

Wells Fargo Advisors, LLC

Disclosures

Please visit the SEC profile of Kyle Griffin 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 Nations Financial Group, Inc

Ross Hanson
Cedar Rapids, IA
Andrew Karban
Memphis, TN
Douglas Stephens
Lawrence, KS
Ben Sheridan
Wayne, PA
Seward Linton
Cedar Rapids, IA
Dave Rao
Melville, NY
Nathanael Pfeil
Cedar Rapids, IA
Sawyer Marquardt
Dubuque, IA

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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