Jeffrey Foster (CRD# 4160388) is an Investment Advisor Representative working at Tennessee Valley Asset Management Partners, LLC in Knoxville, TN and has over 23 years of experience in the finance industry. Jeffrey Foster 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# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tennessee Valley Asset Management Partners, Llc (dba: Tvamp) | Knoxville, TN | Oct 2012 - Current | 11 |
| Lpl Financial, LLC | Knoxville, TN | Dec 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
- TN
- TX
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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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