AdvisorOS Directory
Claim Profile
TH

Todd Joel Harms

COULTER & JUSTUS FINANCIAL SERVICES, LLC·KNOXVILLE, Tennessee
Unclaimed Profile
9717 COGDILL ROAD, KNOXVILLE, TN 37932CRD# 6150685Firm CRD# 133293
01

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.

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# 6150685
Firm CRD# 133293
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in KNOXVILLE?

Browse all registered financial advisors in KNOXVILLE, Tennessee or claim this profile if it's yours.

Browse KNOXVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in KNOXVILLE
Yvonne M Marsh — MARSH WEALTH MANAGEMENT, LLCClinton Louis Ward — GSV EQUITY HOLDINGS, LLCBarbara Catherine Mcnally — SSN ADVISORY, INC.Donna J Fain — ASSET PLANNING CORPORATIONElizabeth Claire Dewan — WMG FINANCIAL ADVISORS, 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
Request removal of this profile