Advisor at Guardian Wealth Advisors, LLC
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Firm
Guardian Wealth Advisors, LLC
Location
Johnson City, TN
Credentials
Series 65
Industry experience
1 year
Kenna Mc Murray is a financial advisor at Guardian Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to her current role, she has worked at firms including PennStuart and has held positions outside the financial sector at companies such as DoorDash and Best Buy. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional entities. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.
Based on Guardian Wealth Advisors, LLC
Financial Planning Services and Retirement Plan Consulting Services may be charged flat fees, negotiated individually.
Negotiated between 0.30% and 1.5% depending on account size, services, and other factors
Financial Planning Services may be charged hourly; exact rates negotiated individually.
Minimum fee: Certain accounts may be subject to a minimum annual fee, specifics not stated. Fee-only: Financial Planning Services fees charged on a flat-fee or hourly basis, negotiated individually.
Johnson City, TN
North Carolina · Tennessee
Guardian Wealth Advisors
2024 - Present (2 years)
Guardian Wealth Advisors
2023 - Present (3 years)
PennStuart
2022 - 2022 (1 year)
Doordash
2022 - 2022 (1 year)
Best Buy
2021 - 2022 (1 year)
Kickback Jack's
2021 - 2021 (1 year)
Sierra Pacific Mortgage Company
2021 - 2021 (1 year)
Aubrey's
2021 - 2021 (1 year)
Ward & Rasnic, PC
2020 - 2021 (1 year)
TJ Maxx
2018 - 2020 (2 years)
Full Time Education
2012 - 2024 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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