Alliance Wealth Management Partners LLC

Alliance Wealth Management Partners LLC (CRD# 313195) is a financial advisory firm headquartered in Knoxville, TN. They manage $184,301,022 in 2,760 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1111 N. Northshore Drive, Ste P-270, Knoxville, TN 37919
https://www.secwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    2,760
    ACCOUNTS
  • Average Account Value
    $66,776
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, OK, SC, TN, TX, VA

Financial Advisors at Alliance Wealth Management Partners LLC
Showing 1 - 6 of 6 top financial advisors.
1
Lori Bishop, financial advisor Alcoa TN
Lori H. Bishop
CRD#: 1384376
422 Marilyn Lane, Alcoa, TN 37701

Lori Bishop (CRD# 1384376) is an Investment Advisor Representative working at Alliance Wealth Management Partners LLC in Alcoa, TN and has over 38 years of experience in the finance industry.

2
Michael Bishop, financial advisor Knoxville TN
Michael B. Bishop
CRD#: 4588110
1111 N. Northshore Drive, Ste P-270, Knoxville, TN 37919

Michael Bishop (CRD# 4588110) is an Investment Advisor Representative working at Alliance Wealth Management Partners LLC in Knoxville, TN and has over 21 years of experience in the finance industry.

3
Kristyn Bullard, financial advisor Knoxville TN
Kristyn D. Bullard
CRD#: 6655474
1111 N. Northshore Drive, Ste P-270, Knoxville, TN 37919

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.

4
Patrick Clark, financial advisor Knoxville TN
Patrick N. Clark
CRD#: 4174889
1111 N. Northshore Drive, Ste P-270, Knoxville, TN 37919

Patrick Clark (CRD# 4174889) is an Investment Advisor Representative working at Alliance Wealth Management Partners LLC in Knoxville, TN and has over 23 years of experience in the finance industry.

5
Michael Lawson, financial advisor Knoxville TN
Michael C. Lawson
CRD#: 5390966
1111 N. Northshore Drive, Ste P-270, Knoxville, TN 37919

Michael Lawson (CRD# 5390966) is an Investment Advisor Representative working at Alliance Wealth Management Partners LLC in Knoxville, TN and has over 16 years of experience in the finance industry.

6
Charissa Leonard, financial advisor Knoxville TN
Charissa A. Leonard
CRD#: 6193913
1111 N. Northshore Drive, Ste P-270, Knoxville, TN 37919

Charissa Leonard (CRD# 6193913) is an Investment Advisor Representative working at Alliance Wealth Management Partners LLC in Knoxville, TN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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