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Kristyn Danielle Bullard

Kristyn D. Bullard

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC
Knoxville, TN 37919
Some features on this profile are disabled
CRD#: 6655474
Kristyn Danielle Bullard

Professional summary

Kristyn Danielle Bullard, CFP®, who also goes by Kristyn Danielle Parolari, is a registered financial advisor currently at ALLIANCE WEALTH MANAGEMENT PARTNERS LLC located in Knoxville, Tennessee.

Kristyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kristyn has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kristyn Danielle Parolari

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) KRISTYN BULLARD, INDEPENDENT INSURANCE AGENT, 1111 NORTHSHORE DR, STE N425, KNOXVILLE, TN, 7/2017 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 10/WK - 10/TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristyn Danielle Bullard'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®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Current

August 18, 2021 - Present

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

Office #1: 1111 N. Northshore Drive Ste P-270, Knoxville, TN 37919
RIA
CRD#: 313195
Knoxville, TN
Past

January 12, 2018 - December 31, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Knoxville, TN
Past

October 16, 2017 - April 13, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
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".
AW
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
(8/18/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/23/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/16/2017
General Securities Representative Examination

Current Firm

AW
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
13

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,310
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.

Company Information

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

CRD#: 313195Knoxville, TN 37919

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