NW
Nathan Woods
RATHER & KITTRELL
Knoxville, TN 37934
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CRD#: 5550715
NW
Professional summary
Nathan Woods, AIF®, CFP®, who also goes by Nathan Keith Woods, is a registered financial advisor currently at RATHER & KITTRELL, INC. located in Knoxville, Tennessee.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Nathan has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nathan Keith Woods
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; 08/2021; Sole Proprietorship; Insurance Agent; Insurance Sales; Investment Related; <5 hrs/mo 2.* Cancer Support Community East Tennessee - 6204 Baum Dr, Knoxville, TN 37919; 2020; NIR; Board of Directors; Cancer Support Group; Non-Profit; <2 hrs/mo 3.* Boy Scouts of America/Great Smokey Mountain Council - 1333 Old Weisgarber Rd, Knoxville, TN 37909; 2023; NIR; Board of Directors; Youth Scouting; Non-Profit; 5 hrs/mo 4.* Williams Creek Foundation - 2351 Dandridge Ave, Knoxville, TN 37915; 2021; Board of Directors; Youth Development; Non-Profit; <5 hrs/mo
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Woods's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
July 24, 2020 - Present
RATHER & KITTRELL, INC.
Office #1: 11905 Kingston Pike, Knoxville, TN 37934RIA
CRD#: 114885
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(7/24/2020)
Exams
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
RATHER & KITTRELL, INC.
CRD#: 114885Knoxville, TN 37934TRUST BUT VERIFY
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