Perry L. Chesney

TVAMP

Atlanta, GA

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CRD#: 1098695

Professional summary

Perry Lamar Chesney JR, CFP®, CIMA®, who also goes by Perry Lamar Jr Chesney, is a registered financial advisor currently at TVAMP, LLC located in Atlanta, Georgia.

Perry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Perry has worked at 7 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Perry Lamar Jr Chesney

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Chesney serves as a Wealth Management Consultant of Perry L Chesney Consulting (PLC Consulting), an Advisory Consulting practice that helps organizations and professional advisors to develop and grow their practices through Coaching and educational workshops. Mr. Perry devotes 20% of his time to this activity. This business is investment-related,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Perry Lamar Chesney JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1995

CIMA^®

Certified Investment Management Analyst

Experience

Current

May 20, 2024 - Present

TVAMP, LLC

RIA

CRD#: 160321

Atlanta, GA

Past

October 1, 2015 - July 1, 2024

HC ADVISORS LLC

RIA

CRD#: 165200

SANDY SPRINGS, GA

Past

March 20, 2014 - December 31, 2020

RED ROCK ADVISORS

RIA

CRD#: 170133

ATLANTA, GA

Past

April 12, 2011 - November 25, 2016

WEALTHCARE CAPITAL MANAGEMENT LLC

RIA

CRD#: 111119

ATLANTA, GA

Past

June 28, 2005 - March 22, 2011

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ATLANTA, GA

Past

June 27, 2005 - March 22, 2011

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

June 29, 2004 - July 15, 2005

TRUIST SECURITIES, INC.

RIA

CRD#: 6271

ATLANTA, GA

Past

June 29, 2004 - June 30, 2005

TRUIST SECURITIES, INC.

CRD#: 6271

ATLANTA, GA

Past

August 23, 1983 - July 1, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ALPHARETTA, GA

Past

March 1, 1983 - July 1, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TVAMP, LLC

BRIDGEWORKS DIVORCE FINANCIAL PLANNING | TVAMP, LLC | TVAMP | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC

CRD#: 160321 / SEC#: 801-96325

RIA

Registered Investment Advisory firm - (5/18/2015 Approved)

Florida

Registered Investment Advisory firm - (5/22/2015 Terminated)

Tennessee

Registered Investment Advisory firm - (5/29/2015 Terminated)

Texas

Registered Investment Advisory firm - (5/22/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(5/20/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/25/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 7/13/2007

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/19/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/4/2005

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 9/21/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 9/21/2004

General Securities Sales Supervisor - Options Module Examination

Current Firm

TVAMP, LLC

BRIDGEWORKS DIVORCE FINANCIAL PLANNING | TVAMP, LLC | TVAMP | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC

CRD#: 160321 / SEC#: 801-96325

RIA

Registered Investment Advisory firm - (5/18/2015 Approved)

Florida

Registered Investment Advisory firm - (5/22/2015 Terminated)

Tennessee

Registered Investment Advisory firm - (5/29/2015 Terminated)

Texas

Registered Investment Advisory firm - (5/22/2015 Terminated)

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Contact information

Main Address

6025 Brookvale Lane Suite 160, Knoxville, TN 37919

Mailing Address

Phone number

(865) 226-9982

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 APPENDIX 1 (9/5/2025)

ADV PART 2A (9/5/2025)

Regulatory assets under management

Total Number of Accounts	4,768
AUM (Assets Under Management)	$ 1,000,508,308

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Perry L. Chesney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Perry Lamar Chesney JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

HC ADVISORS LLC

RED ROCK ADVISORS

WEALTHCARE CAPITAL MANAGEMENT LLC

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST SECURITIES, INC.

TRUIST SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

TVAMP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/25/1995

Series 63

Date: 3/2/1983

Series 31

Date: 7/13/2007

Series 7

Date: 2/19/1983

Series 24

Date: 8/4/2005

Series 10

Date: 9/21/2004

Series 9

Date: 9/21/2004

Current Firm

TVAMP, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TVAMP, LLC

TRUST BUT VERIFY

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