Jeffrey RaderCRD Number: 2094253
Current Firm: Trpc Advisory Services
Jeffrey Rader (CRD# 2094253) is an Investment Advisor Representative working at Trpc Advisory Services in Brentwood, TN and has over 31 years of experience in the finance industry.
Cypress Capital, LLC
Ameriprise Financial Services, LLC
Abernathy Investment Management, LLC
|Argent Retirement Plan Advisors, LLC||Nashville, TN||Feb 2018 - Current||4|
|Argent Financial Group||Birmingham, AL||Dec 2016 - Current||5|
|Highland Capital Management, LLC||Memphis, TN||Dec 2016 - Jan 2018||1|
|The Retirement Plan Company, LLC||Brentwood, TN||Mar 2014 - Nov 2016||2|
|The Retirement Plan Company, LLC||Brentwood, TN||Feb 2014 - Mar 2014||< 1|
|Unemployed||Ashland City, TN||Nov 2013 - Jan 2014||< 1|
|Cetera Investment Services LLC||St. Cloud, MN||Mar 2006 - Nov 2013||7|
|Minster Bank||Minster, OH||Feb 2006 - Nov 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1990|
|S65||NASAA Investment Advisors Law Examination||Nov 2002|
|S66||NASAA Uniform Combined State Law Examination||Mar 2005|
Total Assets Under Management662MILLIONS
Total Number of Accounts328ACCOUNTS
Average Account Value$2,017,627
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
- Educational seminars/workshops
CA, CT, FL, GA, IL, KY, LA, MD, MI, NC, NH, NY, OH, OR, PA, SC, TN, TX, VA, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.