Tcm Wealth Management, LLC
Tcm Wealth Management, LLC (CRD# 153294) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $17,792,962 in 133 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts133ACCOUNTS
Average Account Value$133,782
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Theodore Cowan (CRD# 2887040) is an Investment Advisor Representative working at Tcm Wealth Management, LLC in Scottsdale, AZ and has over 20 years of experience in the finance industry. Theodore Cowan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.