Brian KueflerCRD Number: 3006207
Current Firm: Ftb Advisors, Inc.
Brian Kuefler (CRD# 3006207) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Franklin, TN and has over 19 years of experience in the finance industry. Brian Kuefler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|Ftb Advisors, Inc.||Franklin, TN||Oct 2013 - Current||3|
|First Tennessee||Nashville, TN||Mar 2001 - Current||16|
|First Tennessee Brokerage Inc.||Nashville, TN||Mar 2001 - Current||16|
|Barry Financial Group||Boca Raton, FL||May 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 1998|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management4,123MILLIONS
Total Number of Accounts4,572ACCOUNTS
Average Account Value$901,790
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI
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