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Kevin Lee Mccollum

COULTER & JUSTUS FINANCIAL SERVICES, LLC·KNOXVILLE, Tennessee
Unclaimed Profile
9717 COGDILL ROAD, KNOXVILLE, TN 37932CRD# 6311753Firm CRD# 133293
01

About

Kevin Lee Mccollum is a registered financial advisor based in KNOXVILLE, Tennessee, affiliated with COULTER & JUSTUS FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
COULTER & JUSTUS FINANCIAL SERVICES, LLC
C & J WEALTH ADVISORS
AUM
$270M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at COULTER & JUSTUS FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6311753
Firm CRD# 133293
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Lee Mccollum offer?
Kevin Lee Mccollum specializes in Financial Planning, Investment Management. Contact their office in KNOXVILLE, Tennessee for a consultation.
What are Kevin Lee Mccollum's credentials?
Kevin Lee Mccollum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Lee Mccollum located?
Kevin Lee Mccollum is based in KNOXVILLE, Tennessee, working with COULTER & JUSTUS FINANCIAL SERVICES, LLC. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.
How does Kevin Lee Mccollum charge for services?
Kevin Lee Mccollum's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COULTER & JUSTUS FINANCIAL SERVICES, LLC?
COULTER & JUSTUS FINANCIAL SERVICES, LLC has approximately 6 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KNOXVILLE
Clinton Louis Ward — GSV EQUITY HOLDINGS, LLCBarbara Catherine Mcnally — SSN ADVISORY, INC.Donna J Fain — ASSET PLANNING CORPORATIONJonathan Elmer Maas — SSN ADVISORY, INC.Yvonne M Marsh — MARSH WEALTH MANAGEMENT, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)BRENTWOOD (154)FRANKLIN (76)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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