Joshua Stidham (CRD# 6747652) is an Investment Advisor Representative working at Tennessee Valley Asset Management Partners, LLC in Knoxville, TN and has over 6 years of experience in the finance industry. Joshua Stidham 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 | Knoxville, TN | Apr 2024 - Current | < 1 |
| Lpl Financial LLC | Knoxville, TN | Apr 2024 - Current | < 1 |
| Charles Schwab Bank, Ssb | Lone Tree, CO | Oct 2021 - Mar 2024 | 2 |
| Charles Schwab & Company, Inc. | Lone Tree, CO | Jan 2017 - Mar 2024 | 7 |
| Lost Coffee | Castle Rock, CO | Sep 2016 - Jan 2017 | < 1 |
| Deroyal Industries | Powell, TN | Jun 2015 - Sep 2016 | 1 |
| U.s. Army 991st Tc | Mt. Carmel, TN | May 2011 - Aug 2016 | 5 |
| Wireless Express | Bristol, VA | Jul 2014 - May 2015 | < 1 |
| Unemployed | Bristol, TN | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- 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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