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James Frank Slagle

Rather & Kittrell, Inc.

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About James Frank Slagle

James Frank Slagle is a registered Investment Advisor Representative with Rather & Kittrell, Inc.. James is a Certified Financial Planner and has been in the financial services industry since 2012. James has been registered with Rather & Kittrell, Inc. since 2012 and previously worked at Securities Service Network, Inc. James is currently registered in Tennessee and Texas and has passed the Series 66, Series 7, and SIE exams. James specializes in providing financial planning and portfolio management services to individuals, corporations, and retirement plans.

Firm Information

James Slagle 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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James Slagle’s Registration & Firm History

TN

01/03/2024 - Present

Rather & Kittrell, Inc. (KNOXVILLE TN)

TN

03/22/2012 - 01/12/2017

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

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Licenses & Designations

BOTH

Issued 04/26/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Frank Slagle.
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