Unclaimed Profile

William Craig Reed

TRUSTCORE FINANCIAL SERVICES, LLC·BRENTWOOD, Tennessee

SIE, Series 7, Series 7TO, Series 63CFP CFAClean record23 years registeredTRUSTCORE FINANCIAL SERVICES, LLC

5314 MARYLAND WAY, BRENTWOOD, TN 37027-6219CRD# 3022148Firm CRD# 106522

Profile Verification

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

Identity

William Craig Reed · BRENTWOOD, TN

Registration

CRD #3022148 · TRUSTCORE FINANCIAL SERVICES, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Dec 2022 – present

TRUSTCORE FINANCIAL SERVICES, LLC

Feb 2003 – Mar 2023

BRENTWOOD, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Registration record

First registered · February 27, 2003

Years registered · 23

Professional designations · CFP, CFA

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 William Craig Reed offer?

William Craig Reed specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BRENTWOOD, Tennessee for a consultation.

What are William Craig Reed's credentials?

William Craig Reed holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Craig Reed located?

William Craig Reed 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 William Craig Reed charge for services?

William Craig 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, 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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