Unclaimed Profile

Todd Joel Harms

COULTER & JUSTUS FINANCIAL SERVICES, LLC·KNOXVILLE, Tennessee

Clean recordCOULTER & JUSTUS FINANCIAL SERVICES, LLC

9717 COGDILL ROAD, KNOXVILLE, TN 37932CRD# 6150685Firm CRD# 133293

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd Joel Harms · KNOXVILLE, TN

Registration

CRD #6150685 · COULTER & JUSTUS FINANCIAL SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Todd Joel Harms 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

COULTER & JUSTUS FINANCIAL SERVICES, LLC

C & J WEALTH ADVISORS

AUM

$270M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6150685

Firm CRD# 133293

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Todd Joel Harms offer?

Todd Joel Harms specializes in Financial Planning, Investment Management. Contact their office in KNOXVILLE, Tennessee for a consultation.

What are Todd Joel Harms's credentials?

Todd Joel Harms is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Joel Harms located?

Todd Joel Harms 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 Todd Joel Harms charge for services?

Todd Joel Harms'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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