Trustcore Financial Services, Inc.

Trustcore Financial Services, Inc. (CRD# 106522) is a financial advisory firm headquartered in Brentwood, TN. They manage $1,014,572,525 in 6,421 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,015
    MILLION
  • Total Number of Accounts
    6,421
    ACCOUNTS
  • Average Account Value
    $158,008
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)
  • 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.

AL, AR, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MI, NC, NJ, NY, OH, OR, SC, TN, TX, VA, WA, WI

Financial Advisors at Trustcore Financial Services, Inc.
Showing 1 - 10 of 33 top financial advisors.
1
Robert B. Caldwell
CRD#: 4327111
5314 Maryland Way, Suite 300, Brentwood, TN 37027
96
Wealthminder
score

Robert Caldwell (CRD# 4327111) is an Investment Advisor Representative working at Trustcore Financial Services, Inc. in Brentwood, TN and has over 15 years of experience in the finance industry. Robert Caldwell 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.

2
Marie F. Carter
CRD#: 4846818
5314 Maryland Way, Suite 300, Brentwood, TN 37027
96
Wealthminder
score

Marie Carter (CRD# 4846818) is an Investment Advisor Representative working at Trustcore Financial Services, Inc. in Brentwood, TN and has over 11 years of experience in the finance industry. Marie Carter 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.

3
Darryl L. Edmonds
CRD#: 1048644
5314 Maryland Way, Suite 300, Brentwood, TN 37027
96
Wealthminder
score

Darryl Edmonds (CRD# 1048644) is an Investment Advisor Representative working at Trustcore Financial Services, Inc. in Brentwood, TN and has over 34 years of experience in the finance industry. Darryl Edmonds 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.

4
Mikael W. Jacobs
CRD#: 1347389
5314 Maryland Way, Suite 300, Brentwood, TN 37027
96
Wealthminder
score

Mikael Jacobs (CRD# 1347389) is an Investment Advisor Representative working at Trustcore Financial Services, Inc. in Brentwood, TN and has over 31 years of experience in the finance industry. Mikael Jacobs 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.

5
Barry J. Kyte
CRD#: 4373405
5314 Maryland Way, Suite 300, Brentwood, TN 37027
96
Wealthminder
score

Barry Kyte (CRD# 4373405) is an Investment Advisor Representative working at Trustcore Financial Services, Inc. in Brentwood, TN and has over 15 years of experience in the finance industry. Barry Kyte 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.

6
Margaret J. Macdonald
CRD#: 2909753
5314 Maryland Way, Ste 300, Brentwood, TN 37027
96
Wealthminder
score

Margaret Macdonald (CRD# 2909753) is an Investment Advisor Representative working at Trustcore Financial Services, Inc. in Brentwood, TN and has over 19 years of experience in the finance industry. Margaret Macdonald 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.

7
Harry L. Martin
CRD#: 1005588
5314 Maryland Way, Suite 300, Brentwood, TN 37027
96
Wealthminder
score

Harry Martin (CRD# 1005588) is an Investment Advisor Representative working at Trustcore Financial Services, Inc. in Brentwood, TN and has over 35 years of experience in the finance industry.

8
Erik C. Milam
CRD#: 4565645
5314 Maryland Way, Suite 300, Brentwood, TN 37027
96
Wealthminder
score

Erik Milam (CRD# 4565645) is an Investment Advisor Representative working at Trustcore Financial Services, Inc. in Brentwood, TN and has over 13 years of experience in the finance industry. Erik Milam 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.

9
Joshua F. Parker
CRD#: 4311769
5314 Maryland Way, Suite 300, Brentwood, TN 37027
96
Wealthminder
score

Joshua Parker (CRD# 4311769) is an Investment Advisor Representative working at Trustcore Financial Services, Inc. in Brentwood, TN and has over 15 years of experience in the finance industry. Joshua Parker 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.

10
Roger H. Reed
CRD#: 2160619
5314 Maryland Way, Suite 300, Brentwood, TN 37027
96
Wealthminder
score

Roger Reed (CRD# 2160619) is an Investment Advisor Representative working at Trustcore Financial Services, Inc. in Brentwood, TN and has over 25 years of experience in the finance industry. Roger Reed 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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