Branda Allen, financial advisor Columbus OH

Branda Allen

CRD Number: 4577515
Current Firm: Tcp Asset Management, LLC

Branda Allen (CRD# 4577515) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Columbus, OH and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Tcp Asset Management, LLC Columbus, OH Jan 2017 - Current 4
United Planners Financial Services Of America Scottsdale, AZ Dec 2016 - Current 4
Branda Allen Independent Insurance Columbus, OH May 2016 - Current 5
Trendency Capital Partners Columbus, OH Oct 2014 - Current 6
Trendency Capital Management, LLC Columbus, OH Jul 2016 - Jan 2017 < 1
Securities America Inc. Columbus, OH Dec 2014 - Oct 2016 1
Trendency Capital Management, LLC Columbus, OH Nov 2014 - Jul 2016 1
Clearview Asset Management Columbus, OH Jan 2007 - Dec 2014 7
Fivepoint Partners Atlanta, GA Jan 2011 - Aug 2014 3
Bluesky Integration, Inc. Pickerington, OH Apr 2007 - Jun 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
S63 Uniform Securities State Law Examination Apr 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Branda R. Allen
Phone Number: 614-761-9378
Firm Website: https://tcpasset.com
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    317
    MILLIONS
  • Total Number of Accounts
    2,599
    ACCOUNTS
  • Average Account Value
    $121,820
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)
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IN, KY, MI, NE, NH, OH, PA, SC, TN, TX, WV, WY

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