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TB

Todd G. Birdwell

COREVISION FINANCIAL GROUP
KNOXVILLE, TN 37922
Some features on this profile are disabled
CRD#: 2263583
TB

Professional summary

Todd Gibson Birdwell is a registered financial advisor currently at COREVISION FINANCIAL GROUP located in Knoxville, Tennessee and LPL FINANCIAL LLC located in Knoxville, Tennessee.

Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Todd has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Gibson Birdwell'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®
None

Experience

Current

March 4, 2026 - Present

COREVISION FINANCIAL GROUP

Office #1: 2099 Thunderhead Rd Ste 201, Knoxville, TN 37922
RIA
CRD#: 325310
KNOXVILLE, TN
Current

December 2, 2003 - Present

LPL FINANCIAL LLC

Office #1: 2099 Thunderhead Rd Ste 201, Knoxville, TN 37922-9489
RIA
BD
CRD#: 6413
Knoxville, TN
Past

May 2, 2016 - March 4, 2026

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA
CRD#: 168267
Knoxville, TN
Past

March 26, 2004 - December 23, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
KNOXVILLE, TN
Past

June 12, 1998 - December 18, 2003

J.J.B. HILLIARD, W.L. LYONS, LLC

BD
CRD#: 453
LOUISVILLE, KY
Past

September 24, 1992 - July 1, 1998

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN

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".
CF
COREVISION FINANCIAL GROUP
COREVISION FINANCIAL GROUP | PARADIGM WEALTH PARTNERS | CVFG LLC

CRD#: 325310 / SEC#: 801-127739

RIA
Registered Investment Advisory firm - (5/1/2023 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(3/11/2004)
RR
Georgia
(7/21/2004)
RR
North Carolina
(1/15/2004)
RR
South Carolina
(1/14/2004)
RR
Tennessee
(12/2/2003)
IAR
Tennessee
(3/4/2026)
RR
Texas
(4/7/2015)
RR
Virginia
(1/3/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/9/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/23/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/22/1992
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CF
COREVISION FINANCIAL GROUP
COREVISION FINANCIAL GROUP | PARADIGM WEALTH PARTNERS | CVFG LLC

CRD#: 325310 / SEC#: 801-127739

RIA
Registered Investment Advisory firm - (5/1/2023 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176
Mailing Address
Phone number
(317) 398-8200
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COREVISION DISCLOSURE BROCHURE (3/20/2026)

Regulatory assets under management

Total Number of Accounts2,851
AUM (Assets Under Management)$ 1,154,353,259

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.

Company Information

COREVISION FINANCIAL GROUP

CRD#: 325310Knoxville, TN 37922

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