Chase Burton (CRD# 6935265) is an Investment Advisor Representative working at Rather & Kittrell, Inc. in Knoxville, TN and has 1 year 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 |
---|---|---|---|
Rather & Kittrell, Inc. | Knoxville, TN | Jun 2023 - Current | < 1 |
Rather & Kittrell, Inc. | Knoxville, TN | Feb 2023 - Current | 1 |
University Of Tennessee | Knoxville, TN | Aug 2021 - Dec 2022 | 1 |
Badcock Home Furniture | Knoxville, TN | Aug 2019 - Aug 2021 | 2 |
Ut Federal Credit Union | Knoxville, TN | Aug 2018 - Aug 2019 | 1 |
Northwestern Mutual | Knoxville, TN | May 2018 - Aug 2018 | < 1 |
University Of Tennessee Libraries | Knoxville, TN | Jan 2017 - May 2018 | 1 |
University Of Tennessee | Knoxville, TN | Aug 2014 - May 2018 | 3 |
Chipotle Mexican Grill | Knoxville, TN | Nov 2016 - May 2017 | < 1 |
Bearden High School | Knoxville, TN | Aug 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- TN
-
Total Assets Under Management1,491MILLIONS
-
Total Number of Accounts2,905ACCOUNTS
-
Average Account Value$513,296
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- 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)
- Other
FL, GA, KY, LA, NC, NH, SC, TN, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.