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Kevin A. Painter

Leconte Wealth Management, LLC

Maryville, TN

CRD 4332055

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Employer firm

Leconte Wealth Management, LLC CRD 168539

$347M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX PLANNING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Leconte Wealth Management, Llc

333 East Broadway Ave 4Th Floor, Maryville, TN 37804 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-20
TN RA APPROVED 2013-08-12
  • TX RA
    APPROVED_RES
    Since 2025-10-20
  • TN RA
    APPROVED
    Since 2013-08-12

Branch Locations

333 East Broadway Ave 4Th Floor, Maryville, TN 37804 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Leconte Wealth Management, Llc Alcoa TN 03/2007 Present
Previous Registrations
  • 2007-03-22 → 2013-09-11
    Waltham, MA
    Maryville, TN
  • 2001-11-19 → 2007-03-27
    Truist Investment Services, Inc.
    Lenoir City, TN
    Knoxville, TN
    Knoxville, TN
    Knoxville, TN
    Alcoa, TN
Other Businesses

1. FIXED INSURANCE; AS AN AGENT UNDER THE DBA NAME LECONTE WEALTH MANAGEMENT, LLC; CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED. 2. LECONTE WEALTH MANAGEMENT, LLC; PRESIDENT AND MANAGING MEMBER; ENTITY CREATED FOR SECURITIES BUSINESS; CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED. 3. CO-OWNER OF OFFICE REAL ESTATE PROPERTY; LEASES OFFICE SPACE TO LECONTE WEALTH MANAGEMENT, LLC.; INVESTMENT REALTED. 4. POWER OF ATTORNEY; FOR A FAMILY MEMBER; NON-INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-27
S63 Uniform Securities Agent State Law Examination 2001-01-26
  • S66 Uniform Combined State Law Examination
    2001-08-27
  • S63 Uniform Securities Agent State Law Examination
    2001-01-26

View on SEC IAPD

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