Tradition Investment Management, LLC

Tradition Investment Management, LLC (CRD# 325015) is a financial advisory firm headquartered in , . They manage $8,986,020 in 83 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://traditionment.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $108,265
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TN

Financial Advisors at Tradition Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard Halliburton, financial advisor Kingsport TN
Richard H. Halliburton
CRD#: 5073907
Kingsport, TN

Richard Halliburton (CRD# 5073907) is an Investment Advisor Representative working at Tradition Investment Management, LLC in Kingsport, TN and has over 18 years 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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