Kevin Gormley, financial advisor Knoxville TN

Kevin Gormley

CRD Number: 5921812
Current Firm: Leading Edge Financial Planning LLC

Kevin Gormley (CRD# 5921812) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Knoxville, TN and has 1 year of experience in the finance industry. Kevin Gormley 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.

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Professional Designations
Company Name Location Dates Years
Leading Edge Tax Planning, LLC Knoxville, TN Oct 2018 - Current 5
Leading Edge Financial Planning, LLC Knoxville, TN Nov 2015 - Current 8
Accounting Consultants, Inc. Knoxville, TN Jan 2011 - Oct 2020 9
Patriot Investment Management Group Inc. Knoxville, TN Dec 2007 - Nov 2015 7

Kevin Gormley has no recent exams reported.
Contact Info for Kevin N. Gormley
Phone Number: 865-240-2292
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    274
    MILLIONS
  • Total Number of Accounts
    1,213
    ACCOUNTS
  • Average Account Value
    $225,612
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, LA, NC, NV, OK, SC, TN, TX, VA

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