Trpc Advisory Services

Trpc Advisory Services (CRD# 133795) is a financial advisory firm headquartered in Brentwood, TN. They manage $231,933,846 in 68 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $3,410,792
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Educational seminars/workshops
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.

GA, NC, OH, OR, SC, TN, TX, WA

Financial Advisors at Trpc Advisory Services
Showing 1 - 4 of 4 top financial advisors.
1
Jeff F. Poling
CRD#: 5766941
1620 Westgate Circle, Suite 170, Brentwood, TN 37027
93
Wealthminder
score

Jeff Poling (CRD# 5766941) is an Investment Advisor Representative working at Trpc Advisory Services in Brentwood, TN and has over 7 years of experience in the finance industry.

2
Jeffrey S. Rader
CRD#: 2094253
1620 Westgate Circle, Suite 170, Brentwood, TN 37027
93
Wealthminder
score

Jeffrey Rader (CRD# 2094253) is an Investment Advisor Representative working at Trpc Advisory Services in Brentwood, TN and has over 27 years of experience in the finance industry.

3
Scott M. Cloud
CRD#: 4417623
7887 Washington Village Dr., Suite 295, Dayton, OH 45459
89
Wealthminder
score

Scott Cloud (CRD# 4417623) is an Investment Advisor Representative working at Trpc Advisory Services in Dayton, OH and has over 2 years of experience in the finance industry.

4
John K. Kopra
CRD#: 4372420
1620 Westgate Circle, Suite 170, Brentwood, TN 37027
87
Wealthminder
score

John Kopra (CRD# 4372420) is an Investment Advisor Representative working at Trpc Advisory Services in Brentwood, TN and has 1 year of experience in the finance industry.

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