Matthew White, financial advisor Knoxville TN

Matthew White

CRD Number: 7474341
Current Firm: Tennessee Valley Asset Management Partners, LLC

Matthew White (CRD# 7474341) is an Investment Advisor Representative working at Tennessee Valley Asset Management Partners, LLC in Knoxville, TN and has 1 year of experience in the finance industry. Matthew White 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.

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Professional Designations
Company Name Location Dates Years
Tennessee Valley Asset Management Partners, LLC Knoxville, TN Nov 2021 - Current < 1
Matt Christopher White, LLC Maryville, TN Jul 2021 - Current < 1
Knoxville Utilities Board Knoxville, TN Dec 2018 - Current 3
Burkhart & Company Knoxville, TN Nov 2010 - Dec 2018 8

Matthew White has no recent exams reported.
Contact Info for Matthew C. White
Phone Number: 865-226-9982
Firm Website:
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States


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