Gary
Fincher
True Capital Management
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About this Advisor
Gary Fincher is a financial advisor working in Nashville, Tennessee who has 1 year of industry experience. Fincher is on the advisory team at True Capital Management. Throughout their career, they have worked at Evergreen Consulting, Inc, M Holdings Securities, Inc, Fs Wealth Sports & Entertainmt and True Capital Management, LLC. Fincher holds a Series 63 license, qualifying them as a securities representative, and is approved to operate in Tennessee. True Capital Management is a registered investment firm that has its headquarters in San Francisco, CA. The investment advisory business has offices in five locations and a total of 37 people on staff. It oversees $2 billion in total assets among its 431 customer accounts, placing it among the biggest firms in the country by assets under management. Of its 431 customer accounts, 42% belong to high-net-worth individuals who have more than $1 million in assets. True Capital Management provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and educational seminars. Financial management fee schedules usually depend on which services the firm provides the client. However, fees billed by True Capital Management likely consist of any combination of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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True Capital Management Brokerage Details
$1,593,766,022
37
431
$3,697,833
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
Gary Fincher Work History
Gary has been registered as a financial advisor for 1 years.*
True Capital Management, LLC
M Holdings Securities, Inc
Fs Wealth Sports & Entertainmt
Evergreen Consulting, Inc
M Holdings Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gary Fincher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at True Capital Management
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Nashville, TN
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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