Theodore
Mccright

Trpc Advisory Services

CRD#4376679
Investment Advisor
in Denver, CO

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About this Advisor

Theodore Mccright is a financial advisor based out of Denver, Colorado. Mccright is an advisor for Trpc Advisory Services. During their career, Mccright has held roles at Transamerica Capital, Inc, Cellaarstone, Empower Retirement, Fidelity Brokerage Services LLC and Trpc Advisory Services. Mccright holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to advise clients in Colorado and Tennessee. Trpc Advisory Services is a financial advisory firm that has its headquarters in Brentwood, TN. The company has offices in two locations and a total of eight advisors. It administers $702 million in assets among its 566 client accounts, making it one of the larger firms in the country by assets under management. Trpc Advisory Services performs a few services, such as pension consulting services and educational seminars. Fees for financial advice typically vary depending on which service is provided. However, fees charged by Trpc Advisory Services can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Denver, CO

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Trpc Advisory Services Brokerage Details

Total Assets Under Management

$701,859,321

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

8

CO Average: 15
Total Number of Accounts

566

CO Average: 968
Average Account Size

$1,240,034

CO Average: $754,749

Investment Advisory Services

  • Pension consulting services
  • Educational seminars/workshops

Theodore Mccright Work History

Theodore has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Trpc Advisory Services

2019 - 2023 (4 years)

Fidelity Brokerage Services LLC

2018 - 2019 (1 year)

Empower Retirement

2017 - 2017 (< 1 year)

Cellaarstone

2000 - 2017 (17 years)

Transamerica Capital, 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 Theodore Mccright 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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