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Brian R
Series 63, Series 66
Knoxville, TN
Valor Financial Services, LLC
Brian Russell is a financial advisor with Valor Financial Services, LLC in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Knox Wealth Partners Advisory, LPL Financial, and Edward Jones. He occasionally sells individual health insurance and Medicare Advantage plans alongside prescription drug plans. Valor Financial Services provides investment advisory and financial planning services to both high-net-worth and non-HNW individual clients, managing approximately $273 million in discretionary assets. The firm employs a customized asset allocation approach, including a mix of long- and short-term strategies and technical analysis, and serves an unusually large client base relative to its small advisor team.
William T
Series 63, Series 66
Knoxville, TN
Valor Financial Services, LLC
William Timm is a financial advisor at Valor Financial Services, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Knox Wealth Partners Advisory, LLC, and LPL Financial LLC. Valor Financial Services provides investment advisory and financial planning to individual clients, including both high-net-worth and non-HNW households, managing approximately $273 million in discretionary assets. The firm employs a customized asset allocation approach utilizing a mix of strategies and offers both discretionary and non-discretionary management.
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