Leading Edge Financial Planning LLC
Leading Edge Financial Planning LLC (CRD# 277149) is a financial advisory firm headquartered in Knoxville, TN. They manage $273,667,200 in 1,213 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management274MILLION
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Total Number of Accounts1,213ACCOUNTS
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Average Account Value$225,612
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, GA, IL, LA, NC, NV, OK, SC, TN, TX, VA
Kevin Gormley (CRD# 5921812) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Knoxville, TN and has 1 year of experience in the finance industry.
Charles Mattingly (CRD# 5782195) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Knoxville, TN and has over 13 years of experience in the finance industry.
Jason Reagan (CRD# 6293199) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Knoxville, TN and has over 9 years of experience in the finance industry.
Mark Covell (CRD# 7308356) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Knoxville, TN and has over 3 years of experience in the finance industry.
Jon Cremer (CRD# 7557447) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Knoxville, TN and has 1 year of experience in the finance industry.
Robert Eklund (CRD# 7317768) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Knoxville, TN and has over 3 years of experience in the finance industry.