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Chase Burton

Rather & Kittrell, Inc.

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About Chase Burton

Chase Burton is an Investment Advisor Representative registered with Rather & Kittrell, Inc. in Tennessee. Chase has been a financial professional since 2014 and currently provides financial planning, consulting, and portfolio management for individuals and businesses. Chase has specialized in the area of financial advising with a focus on high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and insurance companies. Chase also has experience in managing assets for other advisors. Chase holds a Series 65 registration and has passed the Uniform Investment Adviser Law Examination. Chase has a strong work ethic and is committed to providing personalized service to each of their clients.

Firm Information

Chase Burton is currently registered with Rather & Kittrell, Inc.. Rather & Kittrell, Inc. is an investment advisor headquartered in Knoxville, TN. The firm provides a range of services including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. With over 15 investment advisor representatives and $1.49 billion in regulatory assets under management, the firm caters to a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and corporations.
Rather & Kittrell, Inc.

11905 KINGSTON PIKE

KNOXVILLE, TN 37934

$1.49B

Assets Under Management

22

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chase Burton’s Registration & Firm History

TN

06/30/2023 - Present

Rather & Kittrell, Inc. (KNOXVILLE TN)

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Licenses & Designations

IA

Issued 06/29/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chase Burton.
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