Katie Elizabeth Slate
Investment adviser representative at Tvamp, LLC
11 yearsExperience
1 stateRegistered in
$1.2BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Tvamp, LLCDec 2023 to now
- LPL Financial LLCDec 2023 to now
- Woodbury Financial Services IncSep 2022 to Dec 2023
- John Maloney IiiMay 2018 to Dec 2023
- Rusty Wallace Cadillac Gmc KiaAug 2017 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TN).
Tvamp, LLC
Legal name: Tennessee Valley Asset Management Partners, LLC
$1.2BAssets managed
2,553Clients
25Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6948492
- Firm CRD
- 160321