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Hoy Carter Grimm

LECONTE WEALTH MANAGEMENT, LLC·MARYVILLE, Tennessee
Series 6, Series 7, Series 52, Series 63, Series 66Clean record23 years registeredLECONTE WEALTH MANAGEMENT, LLC
703 WILLIAM BLOUNT DRIVE, MARYVILLE, TN 37801CRD# 1565185Firm CRD# 168539

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Hoy Carter Grimm · MARYVILLE, TN
Registration
CRD #1565185 · LECONTE WEALTH MANAGEMENT, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

LECONTE WEALTH MANAGEMENT, LLC
Aug 2013 – present
COMMONWEALTH FINANCIAL NETWORK
Mar 2007 – Sep 2013
MARYVILLE, TN
SUNTRUST INVESTMENT SERVICES, INC.
Sep 2002 – Mar 2007
KNOXVILLE, TN
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 52
Series 63
Series 66
Registration record
First registered · September 25, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LECONTE WEALTH MANAGEMENT, LLC
CRD 168539 · SEC 801-78438
AUM
$262M
Regulatory assets under management
Employees
10
687 client accounts
Services offered by LECONTE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LECONTE WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Hoy Carter Grimm offer?
Hoy Carter Grimm specializes in Financial Planning, Investment Management. Contact their office in MARYVILLE, Tennessee for a consultation.
What are Hoy Carter Grimm's credentials?
Hoy Carter Grimm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hoy Carter Grimm located?
Hoy Carter Grimm is based in MARYVILLE, Tennessee, working with LECONTE WEALTH MANAGEMENT, LLC. Their office serves clients in the MARYVILLE metropolitan area and surrounding communities.
How does Hoy Carter Grimm charge for services?
Hoy Carter Grimm'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 LECONTE WEALTH MANAGEMENT, LLC?
LECONTE WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $262M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LECONTE WEALTH MANAGEMENT, LLC

Jonathan Keith Dockery
MARYVILLE, TN
Kevin A. Painter
MARYVILLE, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
MEMPHIS (221)NASHVILLE (158)KNOXVILLE (98)BRENTWOOD (93)CHATTANOOGA (59)FRANKLIN (53)JACKSON (18)GERMANTOWN (10)KINGSPORT (8)JOHNSON CITY (7)
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