Unclaimed Profile

Roger Harold Reed

TRUSTCORE FINANCIAL SERVICES, INC.·BRENTWOOD, Tennessee

SIE, Series 7, Series 63CFPClean record23 years registeredTRUSTCORE FINANCIAL SERVICES, INC.

5314 MARYLAND WAY, BRENTWOOD, TN 37027-6219CRD# 2160619Firm CRD# 106522

Profile Verification

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

Identity

Roger Harold Reed · BRENTWOOD, TN

Registration

CRD #2160619 · TRUSTCORE FINANCIAL SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUSTCORE FINANCIAL SERVICES, INC.

TRUSTCORE FINANCIAL SERVICES, LLC

Feb 2003 – Nov 2022

BRENTWOOD, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · February 27, 2003

Years registered · 23

Professional designation · CFP

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 Roger Harold Reed offer?

Roger Harold Reed specializes in Financial Planning, Investment Management, Retirement Planning.

What are Roger Harold Reed's credentials?

Roger Harold Reed holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Roger Harold Reed located?

Roger Harold Reed is based in BRENTWOOD, Tennessee, last registered with TRUSTCORE FINANCIAL SERVICES, INC..

How does Roger Harold Reed charge for services?

Roger Harold Reed'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, INC.?

TRUSTCORE FINANCIAL SERVICES, INC. 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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