Trustcore Financial Services, LLC
Trustcore Financial Services, LLC (CRD# 106522) is a financial advisory firm headquartered in Brentwood, TN. They manage $2,374,057,715 in 7,758 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management2,374MILLION
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Total Number of Accounts7,758ACCOUNTS
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Average Account Value$306,014
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, CA, CO, DC, FL, GA, IL, IN, KY, LA, MD, MI, MO, MS, NC, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
Jefferson Adcock (CRD# 5393857) is an Investment Advisor Representative working at Trustcore Financial Services, LLC in Brentwood, TN and has over 12 years of experience in the finance industry. Jefferson Adcock 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.
Matthew Bader (CRD# 5708919) is an Investment Advisor Representative working at Trustcore Financial Services, LLC in Brentwood, TN and has over 10 years of experience in the finance industry.
Beverly Barnes (CRD# 4630122) is an Investment Advisor Representative working at Trustcore Financial Services, LLC in Brentwood, TN and has over 19 years of experience in the finance industry.
Jacob Burchfield (CRD# 6071599) is an Investment Advisor Representative working at Trustcore Financial Services, LLC in Brentwood, TN and has over 9 years of experience in the finance industry.
Robert Caldwell (CRD# 4327111) is an Investment Advisor Representative working at Trustcore Financial Services, LLC in Brentwood, TN and has over 20 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.
Gary Dean (CRD# 4006137) is an Investment Advisor Representative working at Trustcore Financial Services, LLC in Brentwood, TN and has over 21 years of experience in the finance industry.
Andrew Digby (CRD# 5539646) is an Investment Advisor Representative working at Trustcore Financial Services, LLC in Brentwood, TN and has over 4 years of experience in the finance industry. Andrew Digby 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.
Darryl Edmonds (CRD# 1048644) is an Investment Advisor Representative working at Trustcore Financial Services, LLC in Brentwood, TN and has over 40 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.
Michael Finch (CRD# 6326322) is an Investment Advisor Representative working at Trustcore Financial Services, LLC in Brentwood, TN and has over 7 years of experience in the finance industry.
Susan Harris (CRD# 2796894) is an Investment Advisor Representative working at Trustcore Financial Services, LLC in Brentwood, TN and has over 12 years of experience in the finance industry.