RE
CFP
RE
CFP

Robert Eddins

27 Years of Experience
Knoxville, TN
BrokerSells Insurance

Robert Eddins is a CFP-designated registered investment advisor at Tvamp, LLC, based in Knoxville, TN, with 27 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 2,612 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
2,612 clients
Average Client Portfolio
$383K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $300K1.75%
$300K - $750K1.50%
$750K - $1.5M1.25%
$1.5M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6025 Brookvale Lane, Suite 160, Knoxville, TN, 37919

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert operates TVAMP as a DBA for his LPL business and provides investment advisory services through Tennessee Valley Asset Management Partners, LLC, dedicating full-time hours to these activities. He also engages in non-variable insurance through Tennessee Brokerage Agency, spending minimal time, and works as a writer/editor for a few hours per week.

Employment History
Current Registrations
Tvamp, LLC
December 2016 - Present · 9 yrs 4 mos
LPL Financial LLCBroker
December 2016 - Present · 9 yrs 4 mos
LPL Financial LLC
December 2016 - Present · 9 yrs 4 mos
Previous Registrations
Ftb Advisors, INC.
October 2013 - December 2016 · 3 yrs 2 mos
Ftb Advisors, INC.
December 2008 - October 2013 · 4 yrs 10 mos
Ftb Advisors, INC.Broker
February 2008 - December 2016 · 8 yrs 10 mos
Ftb Advisors, INC.
February 2008 - March 2012 · 4 yrs 1 mo
First Tennessee Brokerage, INC.Broker
June 2003 - February 2007 · 3 yrs 8 mos
Ftb Advisors, INC.
June 2003 - February 2007 · 3 yrs 8 mos
Quick & Reilly, INC.
May 2003 - June 2003 · 1 mo
Quick & Reilly, INC.Broker
June 1998 - June 2003 · 5 yrs
Prudential Securities IncorporatedBroker
May 1997 - May 1998 · 1 yr
State Registrations8 states
ALCACOGAMENCTNVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Robert Eddins - Financial Advisor | TrueAdvisor