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Qualifications of Financial Advisor in Knoxville

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Knoxville, Tennessee
Financial Advisor Office Location Phone Number
Larry Prislovsky,
L.P.Financial Advisors.Inc
10420 Jackosn Oaks Way suite 100,
Knoxville, TN  37922
(865) 691-1130
Jonathan Bednar,
Paradigm Wealth Partners
2099 Thunderhead Rd,
Knoxville, TN  37922
(865) 251-0808
Brett Stephens,
Edelman Financial Engines, LLC
150 Lovell Road Suite 104,
Knoxville, TN  37934
(865) 671-4900
Quentin L. Ledford, ChFC, RIA,
Cambridge Investment Research, Inc.
125 Point Road,
Crossville, TN  38571
(931) 261-6329

Information on Qualified Financial Advisors in Knoxville

Qualifications CRD# 4335213
FirmCRD# 4335215
Series 7, 24, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 10420 Jackosn Oaks Way suite 100,
Knoxville,
TN 
37922
Phone Number (865) 6911130

We are unique in Four Big Ways: First, "You First Simple but profound. Second, we are truly independent with our active management program for our clients. We are use the CLS and Edge Tech Analytics (active management program) for your investments needs in these volatile markets. We look forward to explaining this more in detail our modeling process and as well as our past performance. I will gladly email our link on our investment process with a quick 6 minute video upon request. You will see right away we are a truly independent and a flexible firm for the times. Third, Focused Tax Solutions. If you are looking for a blend of personal service and expertise for tax solutions, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. " Tax Preparation Professional Tax Preparation Business Tax Preparation " Individual Solutions Professional Tax Preparation Tax Planning " Business Solutions " Fourth, consolidation. We help simply your life by consolidate your financial statements into one statement with our Abridge software. For accounts larger accounts if wanted we add additional services to assist your portfolio if wanted such as managed futures, tax free 1031 exchanges, stock options calls/puts, call writing, REIT, private placements, and other tax efficient strategies. We personalized each client to his/her own values (i.e. what are you working towards) and their goals ( i.e. retirement, college funding, estate planning, and etc) . FIRST CONSULATIONS ARE FREE.

About L.P.Financial Advisors.Inc

We are unique in Four Big Ways: First, "You First? Simple but profound. Second, we are truly independent with our active management program for our clients. We are use the CLS and Edge Tech Analytics (active management program) for your investments needs in these volatile markets. We look forward to explaining this more in detail our modeling process and as well as our past performance. I will gladly email our link on our investment process with a quick 6 minute video upon request. You will see right away we are a truly independent and a flexible firm for the times. Third, Focused Tax Solutions. If you are looking for a blend of personal service and expertise for tax solutions, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. + Tax Preparation Professional Tax Preparation Business Tax Preparation + Individual Solutions Professional Tax Preparation Tax Planning + Business Solutions Fourth, consolidation. We help simply your life by consolidate your financial statements and taxes into one statement with our Abridge software. For accounts larger accounts if wanted we add additional services to assist your portfolio if wanted such as managed futures, tax free 1031 exchanges, stock options calls/puts, call writing, REIT, private placements, and other tax efficient strategies. We personalized each client to his/her own values (i.e. what are you working towards) and their goals ( i.e. retirement, college funding, estate planning, and etc) . FIRST CONSULATIONS ARE FREE.



Qualifications CRD# 5692419
FirmCRD# 6413
Series 7, 63, 66


Office Location 2099 Thunderhead Rd,
Suite #203,
Knoxville,
TN 
37922
Phone Number (865) 2510808

Jonathan P. Bednar, II was born in Jonesboro, Arkansas and grew up in Little Rock. He graduated from the Walton College of Business, University of Arkansas, in May 2009 with a B.S.B.A. in Finance. Jonathan joined Paradigm Wealth Partners in January 2010, partnering with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guiding his clients to make informed financial decisions using financial planning as a means to solve their investment and retirement decisions In August 2014, Jonathan married his wife Rebecca (Becky) Bednar, who is a commercial banker with Pinnacle Bank. In March of 2017 they welcomed their first child, Catherine (Cate) Elizabeth Bednar, into their family. Cate is referred to the Paradigm Princess around the office.

About Paradigm Wealth Partners

Paradigm Wealth Partners is a Registered Investment Advisor firm offering fiduciary financial advice and comprehensive financial planning. We specialize in Retirement Planning, Maximizing Social Security Benefits, and Investment Management. Jonathan P. Bednar, II, CFP® is a CERTIFIED FINANCIAL PLANNER™ Professional and provides services that focus on cash flow planning, helping our clients make disciplined and informed financial decisions.



Qualifications CRD# 5108192
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 150 Lovell Road Suite 104,
Knoxville,
TN 
37934
Phone Number (865) 6714900

Joined Financial Engines in 2008. Began his career in the financial services industry in 2006. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Mutual Fund CounselorSM (CMFC®) certification(s) and the Accredited Wealth Management AdvisorSM (AWMA®) designation(s). Bachelor's degree in Communications from University of South Carolina. Married to Lauren. Brett enjoys golfing and mountain biking.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 1990921
FirmCRD# 134139
Series 6, 7, 63, 65, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 125 Point Road,
Crossville,
TN 
38571
Phone Number (931) 2616329

About Cambridge Investment Research, Inc.

Our purpose is to assure our clients the achievement of their goals and objectives by provided sound financial analysis and quality professional advisory services. In doing so we... provide our clients with ongoing guidance for the balanced and efficient use and management of their resources as we work closely with the various legal and tax professionals of our clients to assure that the interests of our clients is fully protected and their financial security fully realized. We vow to do our utmost in proving ourselves as a trusted source of no-nonsense, clear, concise, and unbiased information and guidance to our clients. For over 25 years our clients have continued to rely on us because they know they can count on us to put their interests first.