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).

By the Numbers
  • Total Assets Under Management
    2,374
    MILLION
  • Total Number of Accounts
    7,758
    ACCOUNTS
  • Average Account Value
    $306,014
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, MD, MI, MO, MS, NC, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Trustcore Financial Services, LLC
Showing 1 - 10 of 33 top financial advisors.
1
Jefferson C. Adcock
CRD#: 5393857
5314 Maryland Way, Suite 300, Brentwood, TN 37027

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.

2
Matthew F. Bader
CRD#: 5708919
5314 Maryland Way, Suite 300, Brentwood, TN 37027

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.

3
Beverly L. Barnes
CRD#: 4630122
5314 Maryland Way, Suite 300, Brentwood, TN 37027

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.

4
Jacob G. Burchfield
CRD#: 6071599
5314 Maryland Way, Suite 300, Brentwood, TN 37027

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.

5
Robert B. Caldwell
CRD#: 4327111
5314 Maryland Way, Suite 300, Brentwood, TN 37027

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.

6
Gary H. Dean
CRD#: 4006137
5314 Maryland Way, Suite 300, Brentwood, TN 37027

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.

7
Andrew H. Digby
CRD#: 5539646
5314 Maryland Way, Suite 300, Brentwood, TN 37027

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.

8
Darryl L. Edmonds
CRD#: 1048644
5314 Maryland Way, Suite 300, Brentwood, TN 37027

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.

9
Michael T. Finch
CRD#: 6326322
5314 Maryland Way, Suite 300, Brentwood, TN 37027

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.

10
Susan R. Harris
CRD#: 2796894
5314 Maryland Way, Suite 300, Brentwood, TN 37027

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.

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