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Bobby Weatherford Sinclair

TRUSTCORE FINANCIAL SERVICES, LLC·BRENTWOOD, Tennessee
TRUSTCORE 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
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Bobby Weatherford Sinclair is a registered financial advisor based in BRENTWOOD, Tennessee, affiliated with TRUSTCORE FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
TRUSTCORE FINANCIAL SERVICES, LLC
TRUSTCORE FINANCIAL SERVICES, LLC
AUM
$2.4B
Regulatory assets under management
Employees
46
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1153428
Firm CRD# 106522
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bobby Weatherford Sinclair offer?
Bobby Weatherford Sinclair specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BRENTWOOD, Tennessee for a consultation.
What are Bobby Weatherford Sinclair's credentials?
Bobby Weatherford Sinclair is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bobby Weatherford Sinclair located?
Bobby Weatherford Sinclair is based in BRENTWOOD, Tennessee, working with TRUSTCORE FINANCIAL SERVICES, LLC. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.
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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