Perry
Chesney

Tennessee Valley Asset Management Partners, LLC

CRD#1098695
Investment Advisor
in Atlanta, GA

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About this Advisor

Perry Chesney is a financial advisor based in Atlanta, Georgia, working with Tennessee Valley Asset Management Partners, LLC. Perry has previously held positions at Wealthcare Capital Management, Inc, Cjr Wealth Management, LLC, Hc Advisors LLC, and Tennessee Valley Asset Management Partners, LLC. Perry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Perry is part of Tennessee Valley Asset Management Partners, LLC, which operates out of Atlanta, Georgia. The firm has 30 offices and 19 employees. The firm manages assets totaling $677.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Tennessee Valley Asset Management Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Atlanta, GA

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Tennessee Valley Asset Management Partners, LLC Brokerage Details

Total Assets Under Management

$677,005,668

GA Average: $730,596,643
Total Number of Employees

19

GA Average: 15
Total Number of Accounts

4,326

GA Average: 968
Average Account Size

$156,497

GA Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Perry Chesney Work History

2024 - Present (1 year)

Tennessee Valley Asset Management Partners, LLC

2015 - Present (10 years)

Hc Advisors LLC

2013 - 2020 (7 years)

Cjr Wealth Management, LLC

2011 - 2015 (4 years)

Wealthcare Capital Management, Inc

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Disclosures

Please visit the SEC profile of Perry Chesney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tennessee Valley Asset Management Partners, LLC

James Williams
Knoxville, TN
Thomas Young
Knoxville, TN
William Cochran
Knoxville, TN
Katie Slate
Knoxville, TN
Robert Labout
Knoxville, TN
Clint Foster
Knoxville, TN
Melissa Mijares
Knoxville, TN
Joshua Klinger
Knoxville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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