Knoxville, TN N Northshore Dr Office

Team
Updated today

Client AUM

$10,726,125,063

Clients

18,706

Advisors

4

Of 272 advisors across 130 offices

Location

1111 N Northshore Dr, Suite P 250

Knoxville TN 37919

Advisors at this office

4

Advisors at this office

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Alex S

CFP®, Series 63, Series 65

Knoxville, TN

Prospera Financial Services, inc.

Alex Shore is a CFP® professional with 32 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2022. Prior to this, he worked for seven years at Wells Fargo Advisors. Outside of his advisory role, he serves on the boards of two nonprofit organizations, the Maryville Alcoa Flying Dolphins Swim Team Association and the Experimental Aircraft Association Chapter 17. Prospera Financial Services, Inc. is an enterprise-scale advisory and broker-dealer firm managing approximately $12.4 billion across 207 advisors. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering various investment advisory and financial planning services through multiple platforms and customizable portfolio options.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jared H

Series 66

Knoxville, TN

Prospera Financial Services, inc.

Jared Hubbard is a financial advisor with Prospera Financial Services, Inc. in Knoxville, TN. He holds a Series 66 designation and has three years of industry experience. Prior to joining Prospera, he worked for Rodefer Moss & PLLC for ten years. In addition to his advisory role, Jared operates a CPA tax business, TN Tax Management, LLC, where he handles tax returns. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices and offers a range of investment advisory and financial planning services through multiple platforms and customizable portfolio options.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Tamara H

Series 66

Knoxville, TN

Prospera Financial Services, inc.

Tamara Hackett is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. She holds the Series 66 designation and has previously worked at R.W. Baird, Janney Montgomery Scott, and Wells Fargo Advisors. Prospera Financial Services, Inc. is a large advisory and broker-dealer firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion and provides investment advisory and financial planning services through a variety of platforms and customizable portfolio strategies.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Jerry G

CFP®, Series 63, Series 65

Knoxville, TN

Prospera Financial Services, inc.

Jerry Goodman is a CFP® professional with 43 years of experience in the financial services industry. He is currently with Prospera Financial Services, Inc., where he has worked since 2022, and previously spent seven years at Wells Fargo Advisors. In addition to his advisory role, he serves as a public notary. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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