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Financial ADVSR advisor directory · SEC adviser records

Blue Ridge Wealth Planners financial advisors in Knoxville, TN

Every SEC-registered investment adviser representative at a Blue Ridge Wealth Planners office in Knoxville, A to Z.

The short answer

13 registered advisors work at Blue Ridge Wealth Planners in Knoxville, out of 13 at the firm nationwide; it ranks number 18 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Blue Ridge Wealth Planners advisors in Knoxville, A to Z

Every Blue Ridge Wealth Planners advisor →

Other firms in Knoxville

All Knoxville advisors →

UBS Financial Services Inc. 43LPL Financial LLC 40Morgan Stanley 35Edward Jones 26Ameriprise Financial Services, LLC 25Merrill Lynch, Pierce, Fenner & Smith Incorporated 25Strategic Advisers LLC 25Raymond James & Associates, Inc. 23Pfs Investments Inc. 19Rather & Kittrell, Inc. 19State Farm Investment Management Corp. 19Raymond James Financial Services Advisors, Inc. 18

Questions

How many financial advisors does Blue Ridge Wealth Planners have in Knoxville?

13 investment adviser representatives are registered at Blue Ridge Wealth Planners offices in Knoxville, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Blue Ridge Wealth Planners one of the largest advisor employers in Knoxville?

Blue Ridge Wealth Planners ranks number 18 in Knoxville by registered advisors; UBS Financial Services Inc. has the most, with 43.

How do I check a Blue Ridge Wealth Planners advisor in Knoxville?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Blue Ridge Wealth Planners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.