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Nathan Kelly Smith

Rather & Kittrell, Inc.

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About Nathan Kelly Smith

Nathan Kelly Smith is an Investment Advisor Representative at Rather & Kittrell, Inc. Nathan has been in the industry since December 2008. Nathan is licensed in Tennessee and has a Series 65 license. Nathan specializes in financial planning, portfolio management for businesses and individuals, and consulting. Nathan has experience working with a variety of clients, including high net worth individuals, corporations, charitable organizations, pension plans, and insurance companies. Nathan has a strong track record of providing investment advice to help clients reach their financial goals.

Firm Information

Nathan Smith 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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Nathan Smith’s Registration & Firm History

TN

04/08/2016 - Present

Rather & Kittrell, Inc. (KNOXVILLE TN)

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Licenses & Designations

IA

Issued 02/28/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Kelly Smith.
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