Kristen Terry Tucker

Current Employers

Employment History

• 04/2012 → Present
  Lpl Financial Llc
  Knoxville, TN
• 07/2017 → Present
  Knox Wealth Partners Advisory
  Knoxville, TN

Previous Registrations

• 2008-12-10 → 2012-04-16
  Wells Fargo Clearing Services, Llc
  Knoxville, TN
• 2003-07-23 → 2008-12-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Knoxville, TN
  Knoxville, TN

Other Businesses

1. 10/6/2014 - KNOX WEALTH PARTNERS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Start Date: 10/10/2014 - 120 Hours Per Month/7 Hours During Securities Trading. 2. 6/15/2017 - Knox Wealth Partners Advisory - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/05/2017 - 80 Hours Per Month During Securities Trading. 3. 7/27/2017 - Knox Wealth Partners Advisory LLC - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid - IAR - started 07/05/2017 - 80 Hours Per Month/70 Hours During Securities Trading - -Hours per month 80/Hours during trading 70 - I provide investment advisory services through Knox Wealth Partners Advisory LLC, an independent investment advisor firm. I started this business activity in 07/2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 9/25/2020 - KWP Properties, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 03/28/2018 - 2 Hours Per Month During Securities Trading - Pass-through entity. 5. INSURANCE AGENT- INVESTMENT RELATED-AT REPORTED BUSINESS LOCATION(S), INSURANCE SALES, AGENT, 2003, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS

Exams

• S66 Uniform Combined State Law Examination
  2003-07-03

Designations

Other Names

• Kristen M Terry
• Kristen Michelle Terry
• Kristen Michelle Tucker