Charles Sweat (CRD# 2466467) is an Investment Advisor Representative working at Tennessee Valley Asset Management Partners, LLC in Jacksboro, TN and has over 30 years of experience in the finance industry. Charles Sweat has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2566020
Edward Jones
CRD# 5696242
Brookstone Wealth Advisors, LLC
CRD# 6793230
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tennessee Valley Asset Management Partners, LLC | Knoxville, TN | Sep 2012 - Current | 11 |
| Lpl Financial LLC | Knowville, TN | Nov 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- TN
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Total Assets Under Management677MILLIONS
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Total Number of Accounts4,326ACCOUNTS
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Average Account Value$156,497
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, CA, CO, FL, GA, IL, IN, KY, LA, NC, TN, TX, VA
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