Unclaimed Profile

Bobby Weatherford Sinclair

TRUSTCORE FINANCIAL SERVICES, LLC·BRENTWOOD, Tennessee

SIE, Series 2, Series 63ChFCClean record22 years registeredTRUSTCORE FINANCIAL SERVICES, LLC

5314 MARYLAND WAY, BRENTWOOD, TN 37027-6219CRD# 1153428Firm CRD# 106522

Profile Verification

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

Identity

Bobby Weatherford Sinclair · BRENTWOOD, TN

Registration

CRD #1153428 · TRUSTCORE FINANCIAL SERVICES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUSTCORE FINANCIAL SERVICES, LLC

TRUSTCORE FINANCIAL SERVICES, LLC

Feb 2004 – Dec 2021

BRENTWOOD, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 63

Registration record

First registered · February 17, 2004

Years registered · 22

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUSTCORE FINANCIAL SERVICES, LLC

CRD 106522 · SEC 801-17538

AUM

$2.4B

Regulatory assets under management

Employees

7,758 client accounts

Services offered by TRUSTCORE FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRUSTCORE FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Bobby Weatherford Sinclair offer?

Bobby Weatherford Sinclair specializes in Financial Planning, Investment Management, Retirement Planning.

What are Bobby Weatherford Sinclair's credentials?

Bobby Weatherford Sinclair holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bobby Weatherford Sinclair located?

Bobby Weatherford Sinclair is based in BRENTWOOD, Tennessee, last registered with TRUSTCORE FINANCIAL SERVICES, LLC.

How does Bobby Weatherford Sinclair charge for services?

Bobby Weatherford Sinclair's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUSTCORE FINANCIAL SERVICES, LLC?

TRUSTCORE FINANCIAL SERVICES, LLC has approximately 46 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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