Ctm Financial, LLC

Ctm Financial, LLC (CRD# 147290) is a financial advisory firm headquartered in Knoxville, TN. They manage $88,580,554 in 85 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $1,042,124
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Ctm Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Patricia C. Taylor
CRD#: 5544427
10107 Sherrill Blvd, Knoxville, TN 37932
93
Wealthminder
score

Patricia Taylor (CRD# 5544427) is an Investment Advisor Representative working at Ctm Financial, LLC in Knoxville, TN and has over 6 years of experience in the finance industry.

2
Pamela R. Ladd
CRD#: 5732678
10107 Sherrill Blvd, Knoxville, TN 37932
87
Wealthminder
score

Pamela Ladd (CRD# 5732678) is an Investment Advisor Representative working at Ctm Financial, LLC in Knoxville, TN and has 1 year of experience in the finance industry.

3
Della R. Morrow
CRD#: 5544429
10107 Sherrill Blvd, Knoxville, TN 37932
87
Wealthminder
score

Della Morrow (CRD# 5544429) is an Investment Advisor Representative working at Ctm Financial, LLC in Knoxville, TN and has 1 year of experience in the finance industry.

4
Jaime A. Waldschmidt
CRD#: 6420138
10107 Sherrill Blvd, Knoxville, TN 37932
87
Wealthminder
score

Jaime Waldschmidt (CRD# 6420138) is an Investment Advisor Representative working at Ctm Financial, LLC in Knoxville, TN and has 1 year of experience in the finance industry.

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