The Nalls Sherbakoff Group, LLC

The Nalls Sherbakoff Group, LLC (CRD# 168239) is a financial advisory firm headquartered in Knoxville, TN. They manage $125,733,623 in 761 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    761
    ACCOUNTS
  • Average Account Value
    $165,222
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
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 The Nalls Sherbakoff Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Donald E. Nalls
CRD#: 2262062
9724 Kingston Pike, Suite 704, Knoxville, TN 37922
96
Wealthminder
score

Donald Nalls (CRD# 2262062) is an Investment Advisor Representative working at The Nalls Sherbakoff Group, LLC in Knoxville, TN and has over 24 years of experience in the finance industry. Donald Nalls 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.

2
Kimberlee A. Spencer
CRD#: 2394928
9724 Kingston Pike, Suite 704, Knoxville, TN 37922
96
Wealthminder
score

Kimberlee Spencer (CRD# 2394928) is an Investment Advisor Representative working at The Nalls Sherbakoff Group, LLC in Knoxville, TN and has over 23 years of experience in the finance industry. Kimberlee Spencer 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.

3
Thomas L. Sherbakoff
CRD#: 6101627
9724 Kingston Pike, Suite 704, Knoxville, TN 37922
90
Wealthminder
score

Thomas Sherbakoff (CRD# 6101627) is an Investment Advisor Representative working at The Nalls Sherbakoff Group, LLC in Knoxville, TN and has 1 year of experience in the finance industry. Thomas Sherbakoff 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.