William
Cochran

Tennessee Valley Asset Management Partners, LLC

CRD#6865568
Investment Advisor
in Knoxville, TN

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About this Advisor

William Cochran is a financial advisor working in Knoxville, Tennessee with 3 years of relevant experience. Cochran is an advisor for Tennessee Valley Asset Management Partners, LLC. Cochran has gained experience at Raymond James & Associates, Regions Bank, Penske Truck Leasing, Us Xpress, Playbook Management International, Tennessee Valley Asset Management Partners and Lpl Financial, LLC. Cochran maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Tennessee. Tennessee Valley Asset Management Partners, LLC is a company that has its headquarters in Knoxville, TN. The company has offices in 30 locations and a total of 16 advisors. It controls $577 million in assets under management among its 3,864 accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 3,864 client accounts, just 8% are associated with high-net-worth clients who have at least $1 million in investable assets. Tennessee Valley Asset Management Partners, LLC offers a diverse assortment of services, including 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. Financial advisory fees vary depending on the type of financial services. Fee types billed by Tennessee Valley Asset Management Partners, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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, Others

Office Location

6025 Brookvale Lane Suite 160
Knoxville, TN 37919

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Tennessee Valley Asset Management Partners, LLC Brokerage Details

Total Assets Under Management

$576,969,412

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

16

TN Average: 15
Total Number of Accounts

3,864

TN Average: 968
Average Account Size

$149,319

TN 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

William Cochran Work History

William has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Tennessee Valley Asset Management Partners

2020 - Present (4 years)

Lpl Financial, LLC

2017 - 2020 (3 years)

Raymond James & Associates

2015 - 2017 (2 years)

Regions Bank

2015 - 2015 (< 1 year)

Penske Truck Leasing

2014 - 2014 (< 1 year)

Us Xpress

2012 - 2014 (2 years)

Playbook Management International

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Cochran 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

Melissa Mijares
Knoxville, TN
Clint Foster
Knoxville, TN
Kristi Hill
Knoxville, TN
William Cochran
Knoxville, TN
Joshua Klinger
Knoxville, TN
James Munsey
Knoxville, TN
Thomas Young
Knoxville, TN
Matthew White
Knoxville, TN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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