Howard Bartley, financial advisor Brentwood TN
93 score

Howard Bartley

CRD 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 31 years of experience in the finance industry.

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Company Name Location Dates Years
Trustcore Investments, Inc. Brentwood, TN Feb 1996 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
Contact Info for Howard R. Bartley
Phone Number: 615-377-1177
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    1,015
    MILLIONS
  • Total Number of Accounts
    6,421
    ACCOUNTS
  • Average Account Value
    $158,008
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AR, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MI, NC, NJ, NY, OH, OR, SC, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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