TRUSTCORE FINANCIAL SERVICES, LLC

TRUSTCORE FINANCIAL SERVICES, LLC of BRENTWOOD, TN is an SEC-registered investment adviser (CRD 106522). Regulatory assets under management: $2.4B.

Registration

Officers, owners & control persons (23)

NameRoleLocation
James T MorrisCHIEF COMPLIANCE OFFICERNewport Beach, CA
Taylor M RandallPARTNERSalt Lake City, UT
James Bertram MorrisCHIEF COMPLIANCE OFFICERPortland, OR
James Michael MorrisCHIEF COMPLIANCE OFFICER
James Tucker MorrisCHIEF COMPLIANCE OFFICER
James Marc MorrisCHIEF COMPLIANCE OFFICER
MURPHY KEVIN FRANCISCHIEF COMPLIANCE OFFICER
EDMONDS DARRYL LYNNDIRECTOR; DIRECTOR, CHAIRMAN OF THE BOARD; PRESIDENT (+3 more)
JACOBS MIKAEL WINNIEDIRECTOR
REED ROGER HAROLDDIRECTOR; PRESIDENT; SECRETARY
SINCLAIR BOBBY WEATHERFORDDIRECTOR
REED WILLIAM CRAIGDIRECTOR; DIRECTOR (TRUSTCORE LLC), PRESIDENT (TRUSTCORE FINANCIAL SERVICES LLC); PRESIDENT
MITCHELL JAMES ALBERTPARTNER
DEAN GARY HILTONCEO (TRUSTCORE LLC), PARTNER (TRUSTCORE, LLC) VICE-PRESIDENT (TRUSTCORE FINANCIAL SERVICES LLC); CEO (TRUSTCORE LLC), VICE-PRESIDENT (TRUSTCORE FINANCIAL SERVICES LLC); PRESIDENT, CEO (+2 more)
MCINTYRE LARUE GEECHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PARTNER
JACOBS MIKAEL ALLENPARTNER
SINCLAIR MATTHEW TYLERPARTNER
ADCOCK JEFFERSON CHARLESPARTNER
MILAM ERIK CANNONPARTNER
LEE RANDALL SCOTTPARTNER
MACDONALD MARGARET JANEPARTNER
CALDWELL ROBERT BRADLEYPARTNER
BADER MATTHEW FIELDPARTNER

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
TRUSTCORE PRIVATE OPPORTUNITIES FUND LPOther Private Fund111$40.9M$250K

Fund service providers (1)

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