Kristyn Bullard (CRD# 6655474) is an Investment Advisor Representative working at Alliance Wealth Management Partners LLC in Knoxville, TN and has over 6 years of experience in the finance industry. Kristyn Bullard 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.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alliance Wealth Management Partners LLC | Knoxville, TN | Aug 2021 - Current | 2 |
| City Of Knoxville Parks And Recreation | Knoxville, TN | Mar 2011 - Current | 13 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2017 - Mar 2022 | 4 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2018 - Dec 2021 | 3 |
| The Home Depot | Knoxville, TN | Oct 2015 - May 2017 | 1 |
| Tennessee Tech University | Cookeville, TN | Aug 2015 - May 2017 | 1 |
| State Farm | Knoville, TN | Jul 2015 - Oct 2015 | < 1 |
| The Home Depot | Knoxville, TN | Dec 2013 - Jul 2015 | 1 |
| Roane State Community College | Harriman, TN | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- TN
-
Total Assets Under Management184MILLIONS
-
Total Number of Accounts2,760ACCOUNTS
-
Average Account Value$66,776
- 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
- Pension consulting services
AL, FL, GA, LA, OK, SC, TN, TX, VA
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