Tpc Wealth Management

Tpc Wealth Management (CRD# 164209) is a financial advisory firm headquartered in Crofton, MD. They manage $2,200,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $110,000
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Tpc Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Allison J. Brown
CRD#: 5959722
2135 Defense Hwy, Suite 6, Crofton, MD 21114
93
Wealthminder
score

Allison Brown (CRD# 5959722) is an Investment Advisor Representative working at Tpc Wealth Management in Crofton, MD and has over 5 years of experience in the finance industry. Allison Brown 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.

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