Business Description

General Information

Gender:

Male

CRD#:

2160619

Firm CRD#:

15423

Name of Broker/Dealer:

TrustCore Investments, Inc.

States Licensed in:

AL, AR, CA, CO, DC, FL, GA, IN, KS, KY, MD, NC, OH, OK, OR, SC, TN, TX

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors

Education

Academic Background

Accounting and Business Administration - Draughons College

Services

Investment Types:

Alternative Investments, Options, Mutual Funds, Bonds, Annuities, Stocks

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses:

Series 7

Insurance and Annuity Licenses:

Disability, Life, Health, Annuity, Casualty, Property, Long Term Care, Variable Annuity

Financial Organization Memberships:

Financial Planning Association (FPA)

Non-Financial Organization Memberships:

Renaissance Advisor Charity

Firm Information

Number of Advisors in Office:

10 - 99 employees

Compliance

Registered Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Commissions, Flat Fee, Based on Assets

Prepared By:

Roger Reed