Kristyn Danielle Bullard
Investment adviser representative at Alliance Wealth Management Partners LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$272.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Alliance Wealth Management Partners LLCAug 2021 to now
- City of Knoxville Parks and RecreationMar 2011 to now
- Cambridge Investment Research Advisors, Inc.Jan 2018 to Dec 2021
- Cambridge Investment Research, Inc.Sep 2017 to Mar 2022
- The Home DepotOct 2015 to May 2017
- Tennessee Tech UniversityAug 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TN).
Alliance Wealth Management Partners LLC
$272.4MAssets managed
764Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6655474
- Firm CRD
- 313195