Planning and Investing
Tennessee Valley Investment Advisors (TVIA) is dedicated to providing exceptional service to help members work toward achieving their personal, professional, and financial aspirations. We offer an array of services to help members pursue these goals.
Find Out More
Planning and Investing
Tennessee Valley Investment Advisors (TVIA) is dedicated to providing exceptional service to help members work toward achieving their personal, professional, and financial aspirations. We offer an array of services to help members pursue these goals.
Planning and Investing
Tennessee Valley Investment Advisors (TVIA) is dedicated to providing exceptional service to help members work toward achieving their personal, professional and financial aspirations. We offer an array of services to help members pursue these goals.
Find Out More
Planning and Investing
Tennessee Valley Investment Advisors (TVIA) is dedicated to providing exceptional service to help members work toward achieving their personal, professional and financial aspirations. We offer an array of services to help members pursue these goals.
Investment Services
What We Offer
To learn more about how we can help navigate through life’s financial challenges, please contact us at 423-634-5212. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
- Tennessee Valley Investment Advisors
- Tax-Managed Investments
- Retirement Income and Planning Strategies
- Estate Planning and Wealth Transfer Strategies
- Retirement Planning — Traditional IRAs, Roth IRAs, 401(k), and 403(b) Accounts
- Portfolio Review and Financial Management Analysis
- College Saving — 529 Plans and Coverdell Education IRAs
Investment Services
What We Offer
To learn more about how we can help navigate through life’s financial challenges, please contact us at 423-634-5212. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
- Tennessee Valley Investment Advisors
- Tax-Managed Investments
- Retirement Income and Planning Strategies
- Estate Planning and Wealth Transfer Strategies
- Retirement Planning — Traditional IRAs, Roth IRAs, 401(k) and 403(b) accounts
- Portfolio Review and Financial Management Analysis
- College Saving — 529 Plans and Coverdell Education IRAs
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. TVFCU and Tennessee Valley Investment Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Tennessee Valley Investment Advisors, and may also be employees of TVFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TVFCU or Tennessee Valley Investment Advisors.
Not Insured by FDIC or any other | Not Credit Union | Not Credit Union Deposits or | May Lose Value |
Securities and insurance offered through LPL or its affiliates are not insured by NCUA or any other government agency, not credit union guaranteed, not credit union deposits or obligations, and may lose value.
Tennessee Valley Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit this page for for more detailed information.
