Kimberly Barry (CRD# 5586449) is an Investment Advisor Representative working at Knox Wealth Partners Advisory in Knoxville, TN and has over 15 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knox Wealth Partners Advisory LLC | Knoxville, TN | Jul 2020 - Current | 3 |
| Lpl Financial LLC | Knoxville, TN | Jun 2020 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Atlanta, GA | Nov 2016 - Jun 2020 | 3 |
| Wells Fargo Advisors, LLC | Atlanta, GA | Jul 2015 - Nov 2016 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Red Bank, NJ | Aug 2008 - Jul 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TN
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Total Assets Under Management177MILLIONS
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Total Number of Accounts500ACCOUNTS
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Average Account Value$353,869
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, KY, NC, NJ, NY, OH, TN, VA
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