Branda AllenCRD 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.
Stratos Wealth Partners, Ltd
Steele Investment Counsel, Ltd.
Lpl Financial LLC
|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|
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
Total Assets Under Management317MILLIONS
Total Number of Accounts2,599ACCOUNTS
Average Account Value$121,820
- 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)
AL, AZ, CA, CO, FL, GA, IN, KY, MI, NE, NH, OH, PA, SC, TN, TX, WV, WY
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