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Financial ADVSR advisor directory · SEC adviser records

Portfolio Audit, LLC financial advisors in Knoxville, TN

Every SEC-registered investment adviser representative at a Portfolio Audit, LLC office in Knoxville, A to Z.

The short answer

3 registered advisors work at Portfolio Audit, LLC in Knoxville, out of 3 at the firm nationwide; it ranks number 46 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Portfolio Audit, LLC advisors in Knoxville, A to Z

Every Portfolio Audit, LLC advisor →

Portfolio Audit, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

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 Portfolio Audit, LLC have in Knoxville?

3 investment adviser representatives are registered at Portfolio Audit, LLC offices in Knoxville, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Portfolio Audit, LLC one of the largest advisor employers in Knoxville?

Portfolio Audit, LLC ranks number 46 in Knoxville by registered advisors; LPL Financial LLC has the most, with 44.

How do I check a Portfolio Audit, 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 Portfolio Audit, 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.