Kyle Griffin is a CFP-designated registered investment advisor at Nations Financial Group, INC., based in Knoxville, TN, with 14 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,569 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Asset-based fees range up to 2.25% for standard advisory accounts and up to 2.50% for all-inclusive wrap accounts. Fees are negotiable and vary by representative and account type.
Fee Estimator
Location
400 Ebenezer Rd., Knoxville, TN, 37923
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kyle is an owner of Wilkes & Griffin, LLC DBA Lightbridge Wealth Management, which offers investment and advisory services. Kyle spends minimal time on this business.
Employment History
Current Registrations
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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