Thomas Joseph Beahn
Investment adviser representative at Rather & Kittrell, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.3BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Rather & Kittrell, Inc.Nov 2024 to now
- Sycamore Financial PlanningJun 2020 to Nov 2024
- Clemson UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TN).
Rather & Kittrell, Inc.
$2.3BAssets managed
1,110Clients
20Advisers
20 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
- 8034231
- Firm CRD
- 114885