Blue Ridge Wealth Planners
Blue Ridge Wealth Planners (CRD# 285347) is a financial advisory firm headquartered in Knoxville, TN. They manage $201,231,521 in 1,846 accounts and serve the financial needs of clients across 6 states (or territories).
-
Total Assets Under Management201MILLION
-
Total Number of Accounts1,846ACCOUNTS
-
Average Account Value$109,009
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, GA, NC, TN, TX, VA
Bradley Fugate (CRD# 6601343) is an Investment Advisor Representative working at Blue Ridge Wealth Planners in Knoxville, TN and has over 8 years of experience in the finance industry.
Robert Fugate (CRD# 2998559) is an Investment Advisor Representative working at Blue Ridge Wealth Planners in Knoxville, TN and has over 25 years of experience in the finance industry.
Jonathan Mills (CRD# 7000500) is an Investment Advisor Representative working at Blue Ridge Wealth Planners in Knoxville, TN and has over 5 years of experience in the finance industry.
John Vandergriff (CRD# 6250893) is an Investment Advisor Representative working at Blue Ridge Wealth Planners in Knoxville, TN and has over 10 years of experience in the finance industry.
Austin Ballenger (CRD# 7892866) is an Investment Advisor Representative working at Blue Ridge Wealth Planners in Knoxville, TN and has 1 year of experience in the finance industry.
Richard Hill (CRD# 7072214) is an Investment Advisor Representative working at Blue Ridge Wealth Planners in Knoxville, TN and has over 4 years of experience in the finance industry.
Marc Morris (CRD# 7194047) is an Investment Advisor Representative working at Blue Ridge Wealth Planners in Knoxville, TN and has over 4 years of experience in the finance industry.