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Financial ADVSR advisor directory · SEC adviser records

Leading Edge Financial Planning LLC financial advisors in Knoxville, TN

Every SEC-registered investment adviser representative at a Leading Edge Financial Planning LLC office in Knoxville, A to Z.

The short answer

8 registered advisors work at Leading Edge Financial Planning LLC in Knoxville, out of 10 at the firm nationwide; it ranks number 28 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Leading Edge Financial Planning LLC advisors in Knoxville, A to Z

Every Leading Edge Financial Planning LLC advisor →

Leading Edge Financial Planning LLC advisors in every city and state →Leading Edge Financial Planning LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Leading Edge Financial Planning LLC advisors in other cities

Carlsbad, CA 1Raleigh, NC 1

Other firms in Knoxville

All Knoxville advisors →

LPL Financial LLC 44UBS Financial Services Inc. 44Morgan Stanley 33Ameriprise Financial Services, LLC 28Strategic Advisers LLC 27Edward Jones 26Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Raymond James & Associates, Inc. 22Rather & Kittrell, Inc. 19State Farm Investment Management Corp. 19Tvamp, LLC 19Raymond James Financial Services Advisors, Inc. 18

Questions

How many financial advisors does Leading Edge Financial Planning LLC have in Knoxville?

8 investment adviser representatives are registered at Leading Edge Financial Planning LLC offices in Knoxville, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Is Leading Edge Financial Planning LLC one of the largest advisor employers in Knoxville?

Leading Edge Financial Planning LLC ranks number 28 in Knoxville by registered advisors; LPL Financial LLC has the most, with 44.

How do I check a Leading Edge Financial Planning LLC 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 Leading Edge Financial Planning LLC 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.