Tennessee Valley Asset Management Partners, LLC

Tennessee Valley Asset Management Partners, LLC (CRD# 160321) is a financial advisory firm headquartered in Knoxville, TN. They manage $104,884,144 in 1,078 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    1,078
    ACCOUNTS
  • Average Account Value
    $97,295
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NC, TN, TX

Financial Advisors at Tennessee Valley Asset Management Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jeffrey B. Foster
CRD#: 4160388
6025 Brookvale Lane, Suite 160, Knoxville, TN 37919
96
Wealthminder
score

Jeffrey Foster (CRD# 4160388) is an Investment Advisor Representative working at Tennessee Valley Asset Management Partners, LLC in Knoxville, TN and has over 17 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.

2
Scott B. Fisher
CRD#: 3260362
4105 Central Ave. Pike, Knoxville, TN 37912
93
Wealthminder
score

Scott Fisher (CRD# 3260362) is an Investment Advisor Representative working at Tennessee Valley Asset Management Partners, LLC in Knoxville, TN and has over 18 years of experience in the finance industry.

3
Pat K. Sharp
CRD#: 1027301
6025 Brookvale Lane, Suite 160, Knoxville, TN 37919
93
Wealthminder
score

Pat Sharp (CRD# 1027301) is an Investment Advisor Representative working at Tennessee Valley Asset Management Partners, LLC in Knoxville, TN and has over 35 years of experience in the finance industry.

4
Charles J. Sweat
CRD#: 2466467
312 Main Street, Jacksboro, TN 37757
93
Wealthminder
score

Charles Sweat (CRD# 2466467) is an Investment Advisor Representative working at Tennessee Valley Asset Management Partners, LLC in Jacksboro, TN and has over 23 years of experience in the finance industry.

5
Paul T. Whitmire
CRD#: 4666456
6025 Brookvale Lane, Suite 160, Knoxville, TN 37919
93
Wealthminder
score

Paul Whitmire (CRD# 4666456) is an Investment Advisor Representative working at Tennessee Valley Asset Management Partners, LLC in Knoxville, TN and has over 14 years of experience in the finance industry. Paul Whitmire 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.

6
Luke A. Bowes
CRD#: 5756959
6025 Brookvale Lane, Suite 160, Knoxville, TN 37919
90
Wealthminder
score

Luke Bowes (CRD# 5756959) is an Investment Advisor Representative working at Tennessee Valley Asset Management Partners, LLC in Knoxville, TN and has over 5 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.