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Timothy Stephen Fuller

Timothy S. Fuller

COREVISION FINANCIAL GROUP
CHATTANOOGA, TN 37405
Some features on this profile are disabled
CRD#: 6815775
Timothy Stephen Fuller

Professional summary

Timothy Stephen Fuller, CFP® is a registered financial advisor currently at COREVISION FINANCIAL GROUP located in Chattanooga, Tennessee and LPL FINANCIAL LLC located in Chattanooga, Tennessee.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Timothy has worked at 4 firms and has passed the Series 66, 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 Timothy Stephen Fuller'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: 2022

Experience

Current

March 4, 2026 - Present

COREVISION FINANCIAL GROUP

Office #1: 252 Signal Mountain Road A, Chattanooga, TN 37405
RIA
CRD#: 325310
CHATTANOOGA, TN
Current

January 29, 2024 - Present

LPL FINANCIAL LLC

Office #1: 252 Signal Mt Road, Suite A, Chattanooga, TN 37405
RIA
BD
CRD#: 6413
Chattanooga, TN
Past

January 29, 2024 - March 4, 2026

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA
CRD#: 168267
Chattanooga, TN
Past

October 26, 2017 - January 30, 2024

EDWARD JONES

RIA
CRD#: 250
JACKSONVILLE, FL
Past

October 9, 2017 - January 30, 2024

EDWARD JONES

BD
CRD#: 250
JACKSONVILLE, FL

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 | 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
Alabama
(2/9/2024)
RR
Arizona
(1/29/2024)
RR
Florida
(1/29/2024)
RR
Georgia
(1/29/2024)
RR
Indiana
(1/29/2024)
RR
Minnesota
(1/29/2024)
RR
Missouri
(1/29/2024)
RR
Tennessee
(1/30/2024)
IAR
Tennessee
(3/4/2026)
RR
Texas
(1/29/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/26/2017
Uniform Combined 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: 8/8/2017
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CF
COREVISION FINANCIAL GROUP
COREVISION FINANCIAL GROUP | CVFG LLC

CRD#: 325310 / SEC#: 801-127739

RIA
Registered Investment Advisory firm - (5/1/2023 Approved)
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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 (7 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 (1/29/2025)

Regulatory assets under management

Total Number of Accounts1,082
AUM (Assets Under Management)$ 352,323,031

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#: 325310Chattanooga, TN 37405

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