Michael Finch, financial advisor Brentwood TN
88 score

Michael Finch

CRD Number: 6326322
Current Firm: Trustcore Financial Services, Inc.

Michael Finch (CRD# 6326322) is an Investment Advisor Representative working at Trustcore Financial Services, Inc. in Brentwood, TN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Trustcore Brentwood, TN Apr 2014 - Current 2
None Cottontown, TN Dec 2013 - Apr 2014 < 1
Belmont University Nashville, TN Jan 2012 - Dec 2013 1
Pepsi Co Nashville, TN Jun 2011 - Jan 2012 < 1
Fedex Nashville, TN Sep 2007 - Aug 2011 3
None Springfield, TN Feb 2007 - Sep 2007 < 1
Hh Gregg Nashville, TN Aug 2004 - Feb 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Michael T. Finch
Phone Number: 615-377-1177
Registered State(s):
  • TN
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
88
Clean Record
This advisor has a clean track record with regulators.

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