Roger H. Reed,  CFP<sup>&reg;</sup> - Financial Advisor

Roger H. Reed, CFP®

President

TrustCore Financial Services

5314 Maryland Way, Ste 300
Brentwood, TN 37027
(800) 370-1270
(615) 370-1270

General

Roger Reed is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TrustCore Financial Services in Brentwood, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Draughon's College, Univ of Tenn Executive Develop

Insurance Licenses

  • Life insurance: TN, KY
  • Health/disability insurance: TN
  • Property/casualty: TN
  • Fixed annuities: TN
  • Variable annuities: TN

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Identity Theft, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources