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TR

Teresa M. Reed

Some features on this profile are disabled
CRD#: 5587398
TR

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Teresa Marie Reed, who also goes by Teresa Reed, was a registered financial professional .

Teresa is a previously registered financial professional and started their career in finance in 2008. Teresa had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Teresa Reed

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 8, 2016 - October 26, 2016

TVAMP, LLC

RIA
CRD#: 160321
KNOXVILLE, TN
Past

April 27, 2012 - November 8, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
KNOXVILLE, TN
Past

April 26, 2012 - November 8, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
KNOXVILLE, TN
Past

November 20, 2008 - April 27, 2012

EDWARD JONES

RIA
CRD#: 250
TROY, OH
Past

October 17, 2008 - April 27, 2012

EDWARD JONES

BD
CRD#: 250
TROY, OH

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".
TL
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)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/30/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/8/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/16/2008
General Securities Representative Examination

Current Firm

TL
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
32

SEC notice filing (18 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

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

Regulatory assets under management

Total Number of Accounts4,768
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.

Company Information

TVAMP, LLC

CRD#: 160321

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