Unclaimed Profile

Jeffery Scott Rader

TRPC ADVISORY SERVICES, INC.·BRENTWOOD, Tennessee

Series 7, Series 66Clean record15 years registeredTRPC ADVISORY SERVICES, INC.

1620 WESTGATE CIRCLE, BRENTWOOD, TN 37027CRD# 5842833Firm CRD# 133795

Profile Verification

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

Identity

Jeffery Scott Rader · BRENTWOOD, TN

Registration

CRD #5842833 · TRPC ADVISORY SERVICES, INC. · 15 years registered

Brand Profile

Not yet started

Career History

DYNAMIC

Mar 2018 – present

OXFORD ASSET MANAGEMENT, LLC

Oct 2013 – May 2018

SAN ANTONIO, TX

EDWARD JONES

Nov 2010 – Oct 2013

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · November 1, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRPC ADVISORY SERVICES, INC.

CRD 133795 · SEC 801-93173

AUM

$899M

Regulatory assets under management

Employees

644 client accounts

Services offered by TRPC ADVISORY SERVICES, INC.

Per Form ADV

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at TRPC ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffery Scott Rader offer?

Jeffery Scott Rader is a registered financial advisor in BRENTWOOD, Tennessee. Contact their office for details on services offered.

What are Jeffery Scott Rader's credentials?

Jeffery Scott Rader is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffery Scott Rader located?

Jeffery Scott Rader is based in BRENTWOOD, Tennessee, working with TRPC ADVISORY SERVICES, INC.. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.

How does Jeffery Scott Rader charge for services?

Jeffery Scott Rader'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 TRPC ADVISORY SERVICES, INC.?

TRPC ADVISORY SERVICES, INC. has approximately 13 employees and manages $899M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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