Unclaimed Profile

Rebecca Eve Goebel

TCP ASSET MANAGEMENT, LLC·UPPER ARLINGTON, Ohio

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65Clean record21 years registeredTCP ASSET MANAGEMENT, LLC

5000 HORIZONS DRIVE, UPPER ARLINGTON, OH 43220CRD# 2305283Firm CRD# 286037

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rebecca Eve Goebel · UPPER ARLINGTON, OH

Registration

CRD #2305283 · TCP ASSET MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

TCP ASSET MANAGEMENT, LLC

Jun 2024 – present

WELLS FARGO ADVISORS

Jan 2011 – May 2024

LAS VEGAS, NV

WELLS FARGO INVESTMENTS, LLC

Feb 2005 – Jan 2011

LAS VEGAS, NV

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · February 10, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TCP ASSET MANAGEMENT, LLC

CRD 286037 · SEC 801-108836

AUM

$642M

Regulatory assets under management

Employees

3,634 client accounts

Services offered by TCP ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TCP ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Rebecca Eve Goebel offer?

Rebecca Eve Goebel specializes in Financial Planning, Investment Management. Contact their office in UPPER ARLINGTON, Ohio for a consultation.

What are Rebecca Eve Goebel's credentials?

Rebecca Eve Goebel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rebecca Eve Goebel located?

Rebecca Eve Goebel is based in UPPER ARLINGTON, Ohio, working with TCP ASSET MANAGEMENT, LLC. Their office serves clients in the UPPER ARLINGTON metropolitan area and surrounding communities.

How does Rebecca Eve Goebel charge for services?

Rebecca Eve Goebel's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor's fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TCP ASSET MANAGEMENT, LLC?

TCP ASSET MANAGEMENT, LLC has approximately 35 employees and manages $642M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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