Jeffrey
Rader

Trpc Advisory Services

CRD#2094253
Investment Advisor
in Brentwood, TN

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About this Advisor

Jeffrey Rader is a financial advisor working in Brentwood, Tennessee with a total of 9 years of relevant experience. Rader is an employee of Trpc Advisory Services. Over the course of their career, Rader has held roles at Minster Bank, Cetera Investment Services LLC, The Retirement Plan Company, LLC, Highland Capital Management, LLC, Argent Retirement Plan Advisors, LLC and Argent Financial Group. Rader holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Tennessee. Trpc Advisory Services is a registered investment business headquartered in Brentwood, TN. It has offices in two locations and a total of eight people on staff. It handles $702 million in assets between its 566 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The advisory firm offers a few services, including pension consulting services and educational seminars. A financial advisor's fees largely vary depending on which services the firm provides the client. Fee types charged by Trpc Advisory Services most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

9 years

Services Offered

Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5200 Maryland Way Suite 310
Brentwood, TN 37027

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Trpc Advisory Services Brokerage Details

Total Assets Under Management

$701,859,321

TN Average: $730,596,643
Total Number of Employees

8

TN Average: 15
Total Number of Accounts

566

TN Average: 968
Average Account Size

$1,240,034

TN Average: $754,749

Investment Advisory Services

  • Pension consulting services
  • Educational seminars/workshops

Jeffrey Rader Work History

Jeffrey has been registered as a financial advisor for 9 years.*

2018 - Present (6 years)

Argent Retirement Plan Advisors, LLC

2016 - Present (8 years)

Argent Financial Group

2016 - 2018 (2 years)

Highland Capital Management, LLC

2014 - 2014 (< 1 year)

The Retirement Plan Company, LLC

2014 - 2016 (2 years)

The Retirement Plan Company, LLC

2006 - 2013 (7 years)

Minster Bank

2006 - 2013 (7 years)

Cetera Investment Services LLC

*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 Jeffrey Rader 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 Trpc Advisory Services

Edward Romaka
North Richland Hills, TX
Suzan Hall
Huntington Beach, CA
Gerald Alena
Middlebury, CT
Jonathan Rollins
Grapevine, TX
Daniel Smith
Brentwood, TN
Andrew Gehring
Canton, GA
Kyle Brown
Brentwood, TN
Scott Cloud
Dayton, OH

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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