Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Knoxville, TN
Every SEC-registered investment adviser representative at a Creative Planning office in Knoxville, A to Z.
8 registered advisors work at Creative Planning in Knoxville, out of 1,081 at the firm nationwide; it ranks number 29 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in Knoxville, A to Z
Every Creative Planning advisor →- Derrick K. ByrdCertified Financial Planner
- Nolan J. EarlyInvestment adviser rep
- Mallory F. JacksonCertified Financial Planner
- John M. MajorsChartered Financial Analyst
- John M. SchindlerCertified Financial Planner
- Brien T. StewartChartered Financial Analyst
- Charlotte I. ValentinoCertified Financial Planner, Chartered Financial Consultant
- Douglas A. WebsterInvestment adviser rep
Creative Planning advisors in every city and state →Creative Planning: assets, clients and custodians →Creative Planning news and advisor moves →Creative Planning payout grid vs. other firms →Advisor Moves: who changed firms this week →
Creative Planning advisors in other cities
Overland Park, KS 671McLean, VA 15Bloomington, MN 14Chicago, IL 13Atlanta, GA 11Dallas, TX 8Berwyn, PA 6Denver, CO 6Irvine, CA 6Memphis, TN 6San Diego, CA 6Alpharetta, GA 5Austin, TX 5Brookfield, WI 5Charlotte, NC 5
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 Creative Planning have in Knoxville?
8 investment adviser representatives are registered at Creative Planning offices in Knoxville, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Creative Planning one of the largest advisor employers in Knoxville?
Creative Planning ranks number 29 in Knoxville by registered advisors; UBS Financial Services Inc. has the most, with 43.
How do I check a Creative Planning 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 Creative Planning 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.