Trustcore Financial Services LLC

Trustcore Financial Services LLC, a Tennessee-based limited liability company, employs a total of 42 individuals, with 27 working in advisory roles to serve their 19 clients. Registered with the SEC since 1982, the firm's status is currently listed as approved.

• BOBBY WEATHERFORD SINCLAIR

  DIRECTOR owns less than 5%

• CLIFTON RANDALL TAYLOR

  PARTNER owns less than 5%

• DARRYL LYNN EDMONDS

  DIRECTOR, CHAIRMAN OF THE BOARD owns less than 5%

• DEAN, JR., GARY, HILTON

  VICE PRESIDENT, PARTNER owns less than 5%

• ERIK CANNON MILAM

  PARTNER owns less than 5%

• JEFFERSON CHARLES ADCOCK

  PARTNER owns less than 5%

• LARUE GEE MCINTYRE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• MARGARET JANE MACDONALD

  PARTNER owns less than 5%

• MATTHEW TYLER SINCLAIR

  PARTNER owns less than 5%

• MIKAEL ALLEN JACOBS

  PARTNER owns less than 5%

• MIKAEL WINNIE JACOBS

  DIRECTOR owns less than 5%

• RANDALL SCOTT LEE

  PARTNER owns less than 5%

• ROBERT BRADLEY CALDWELL

  PARTNER owns less than 5%

• TRUSTCORE LLC

  HOLDING COMPANY owns 75% or more

• WILLIAM CRAIG REED

  PRESIDENT owns less than 5%

• BOBBY WEATHERFORD SINCLAIR

  DIRECTOR

• CLIFTON RANDALL TAYLOR

  PARTNER

• DARRYL LYNN EDMONDS

  DIRECTOR, CHAIRMAN OF THE BOARD

• DEAN, JR., GARY, HILTON

  CEO (TRUSTCORE LLC), VICE-PRESIDENT (TRUSTCORE FINANCIAL SERVICES LLC)

• ERIK CANNON MILAM

  PARTNER

• JEFFERSON CHARLES ADCOCK

  PARTNER

• MARGARET JANE MACDONALD

  PARTNER

• MATTHEW TYLER SINCLAIR

  PARTNER

• MIKAEL ALLEN JACOBS

  PARTNER

• MIKAEL WINNIE JACOBS

  DIRECTOR

• RANDALL SCOTT LEE

  PARTNER

• ROBERT BRADLEY CALDWELL

  PARTNER

• WILLIAM CRAIG REED

  DIRECTOR (TRUSTCORE LLC), PRESIDENT (TRUSTCORE FINANCIAL SERVICES LLC)

• Summit Capital Solutions LLC
• TRPC Advisory Services Inc
• Thoroughbred Financial Services LLC
• Tranquility Partners LLC
• Provident Wealth Management LLC
• Ponder Investment Co
• Virtue Capital Management LLC
• TBH Advisors LLC
• COVE Capital Management Inc
• TBH Global Asset Management LLC

• The Rise and Fall of Trustcore Financial Services, LLC's Q3 2022 and Q4 2022 Holdings