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Kristyn Danielle Bullard

Alliance Wealth Management Partners LLC

Knoxville, TN

CRD 6655474

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Employer firm

Alliance Wealth Management Partners LLC CRD 313195

$272M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Alliance Wealth Management Partners Llc

1111 N. Northshore Drive Ste P-270, Knoxville, TN 37919 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2021-08-18
  • TN RA
    APPROVED
    Since 2021-08-18

Branch Locations

1111 N. Northshore Drive Ste P-270, Knoxville, TN 37919 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 09/2017 03/2022
The Home Depot Knoxville TN 10/2015 05/2017
City Of Knoxville Parks And Recreation Knoxville TN 03/2011 Present
Tennessee Tech University Cookeville TN 08/2015 05/2017
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2018 12/2021
Alliance Wealth Management Partners Llc Knoxville TN 08/2021 Present
Previous Registrations
Other Businesses

1) KRISTYN BULLARD, INDEPENDENT INSURANCE AGENT, 1111 NORTHSHORE DR, STE N425, KNOXVILLE, TN, 7/2017 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 10/WK - 10/TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-23
  • S66 Uniform Combined State Law Examination
    2017-12-23
Designations
  • Certified Financial Planner
Other Names
  • Kristyn Danielle Parolari

View on SEC IAPD

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