Charissa A. Leonard

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

Knoxville, TN 37919

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CRD#: 6193913

Professional summary

Charissa Anne Leonard, who also goes by Charissa Anne Reid, is a registered financial advisor currently at ALLIANCE WEALTH MANAGEMENT PARTNERS LLC located in Knoxville, Tennessee.

Charissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Charissa has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charissa Anne Reid

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; Same address; Non-investment related; Approximately 10% of time during the month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charissa Anne Leonard's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 11, 2023 - Present

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

Office #1: 1111 N. Northshore Drive Ste P-270, Knoxville, TN 37919

RIA

CRD#: 313195

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".

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC | WETHERALL FINANCIAL SERVICES | SOUTHEAST COMPLETE WEALTH MANAGEMENT | CORE BENEFITS & INVESTMENTS | BOWATER WEALTH MANAGEMENT

CRD#: 313195 / SEC#: 801-121597

RIA

Registered Investment Advisory firm - (6/25/2021 Approved)

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
(4/11/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/24/2023

Uniform Investment Adviser Law Examination

Current Firm

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC | WETHERALL FINANCIAL SERVICES | SOUTHEAST COMPLETE WEALTH MANAGEMENT | CORE BENEFITS & INVESTMENTS | BOWATER WEALTH MANAGEMENT

CRD#: 313195 / SEC#: 801-121597

RIA

Registered Investment Advisory firm - (6/25/2021 Approved)

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Contact information

Main Address

1111 N. Northshore Drive Ste P-270, Knoxville, TN 37919

Mailing Address

Phone number

(865) 862-5956

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALLIANCE WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/27/2025)

Regulatory assets under management

Total Number of Accounts	1,310
AUM (Assets Under Management)	$ 234,634,130

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Charissa A. Leonard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charissa Anne Leonard's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

Primary Firm SEC Registration

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/24/2023

Current Firm

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

TRUST BUT VERIFY

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