Kristie Kughler (CRD# 5119292) is an Investment Advisor Representative working at Knox Wealth Partners Advisory in Knoxville, TN and has over 16 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 |
---|---|---|---|
Lpl Financial, LLC | Knoxville, TN | Apr 2021 - Current | 3 |
Knox Wealth Partners Advisory, LLC | Knoxville, TN | Apr 2021 - Current | 3 |
Nylife Securities LLC | Knoxville, TN | Oct 2017 - Apr 2021 | 3 |
Eagle Strategies LLC | Knoxville, TN | Oct 2017 - Apr 2021 | 3 |
New York Life Insurance Company | Knoxville, TN | Sep 2017 - Apr 2021 | 3 |
Ameriprise Financial Services, Inc. | Knoxville, TN | Jul 2007 - Sep 2017 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- TN
-
Total Assets Under Management177MILLIONS
-
Total Number of Accounts500ACCOUNTS
-
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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