WE
William T. Eichhorn
RATHER & KITTRELL
Knoxville, TN 37934
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CRD#: 4811269
WE
Professional summary
William Timothy Eichhorn is a registered financial advisor currently at RATHER & KITTRELL, INC. located in Knoxville, Tennessee.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. William has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.* Insurance Sales - 11905 Kingston Pike, Knoxville, TN 37934; 10/2004; Sole Proprietorship; Insurance Agent; Insurance Sales; Investment Related; <5 hrs/mo 2.* Marine Corps Association - 715 Broadway St, Quantico, VA 22134; NIR; Board Member; Support Professional Education and Dialoguefor USMC; 501C(3); 2 hrs/mo 3.* East Tennessee Veterans Memorial Association (ETVMA) - PO Box 3714, Knoxville, TN 37927; NIR; Board Member; Vetran Memerial Caretaker; 501C(3); 2 hrs/mo 4. * Rather Kittrell Properties IV, LLC - 11905 Kingston Pike, Knoxville TN 37934; 05/2000; NIR; Real Estate- Commercial Building; Owner/President; LLC; 0 hr/mo 5. * RK Holdings, Inc. - 11905 Kingston Pike, Knoxville TN 37934, 12/2016; NIR; Owner; Corp that owns R&K businesses; Private Corp; 0 hrs/mo 6.* Blount County Audit Committee - Blount County Courthouse, Room 430, Maryville, TN 37804; 09/2022; Committee Member; review of audits of various county agencies.; Committee; 8 hrs/mo 7.* Broadway Baptist Church - 2329 E Broadway Ave, Maryville, TN 37804; NIR; deacon; religious Institution; non-profit; 2 hrs/mo 8.* The Salvation Army Blount County - 314 W Broadway Ave, Maryville, TN 37801; NIR; Social Services; Advisory Council Member; non-profit; 1 hr/mo
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 16, 2011 - Present
RATHER & KITTRELL, INC.
Office #1: 11905 Kingston Pike, Knoxville, TN 37934RIA
CRD#: 114885
Knoxville, TN
Past
June 18, 2004 - September 2, 2020
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
KNOXVILLE, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
R&
RATHER & KITTRELL, INC.
RATHER & KITTRELL, INC.
CRD#: 114885 / SEC#: 801-66996
RIA
Registered Investment Advisory firm - (7/14/2006 Approved)Tennessee
Registered Investment Advisory firm - (8/27/2006 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Tennessee(2/16/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
R&
RATHER & KITTRELL, INC.
RATHER & KITTRELL, INC.
CRD#: 114885 / SEC#: 801-66996
RIA
Registered Investment Advisory firm - (7/14/2006 Approved)Tennessee
Registered Investment Advisory firm - (8/27/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11905 Kingston Pike, Knoxville, TN 37934
Mailing Address
Phone number
(865) 218-8400
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,129 |
| AUM (Assets Under Management) | $ 1,855,203,829 |
Red Flags
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Company Information
RATHER & KITTRELL, INC.
CRD#: 114885Knoxville, TN 37934TRUST BUT VERIFY
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