Howard BartleyCRD Number: 1165409
Current Firm: Trustcore Financial Services, Inc.
Howard Bartley (CRD# 1165409) is an Investment Advisor Representative working at Trustcore Financial Services, Inc. in Brentwood, TN and has over 32 years of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|Trustcore Investments, Inc.||Brentwood, TN||Feb 1996 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1985|
Total Assets Under Management1,015MILLIONS
Total Number of Accounts6,421ACCOUNTS
Average Account Value$158,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MI, NC, NJ, NY, OH, OR, SC, TN, TX, VA, WA, WI