Branda Rhae Allen

20 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth

Tcp Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

1,760 clients

Average Client Portfolio

$467K average

Assets Under Management

$822.1M

Fee Structure

Minimum Investment:None

Location

5000 Horizons Drive, Upper Arlington, OH, 43220

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History

Regulatory History (1)

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Employment Separation After Allegations

October 2016

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Other Business ActivitiesSells Insurance

Branda is a licensed independent insurance agent selling various fixed insurance products since 2016, and is also involved with TCP Asset Management as an Investment Advisor Representative, COO, and Partner since 2017. Additionally, Branda is a sole owner operator for Wanderlust Adventures and Events, a partner at BBE Co, LLP, and a partner at PPBJ LLC.

Employment History

Current Registrations

Tcp Asset Management, LLC

January 2017 - Present · 9 yrs 1 mo

United Planners' Financial Services of America a Limited PartnerBroker

December 2016 - Present · 9 yrs 2 mos

Previous Registrations

Trendency Capital Management, LLC

July 2016 - January 2017 · 6 mos

Securities America, INC.Broker

March 2016 - October 2016 · 7 mos

Clearview Asset Management

March 2009 - November 2014 · 5 yrs 8 mos

Silver Oak Securities, IncorporatedBroker

December 2007 - July 2008 · 7 mos

Regis Securities CorporationBroker

January 2007 - August 2007 · 7 mos

Fsc Securities CorporationBroker

November 2005 - September 2006 · 10 mos

Lincoln Financial Advisors CorporationBroker

December 2002 - November 2005 · 2 yrs 11 mos

The Lincoln National Life Insurance CompanyBroker

December 2002 - November 2005 · 2 yrs 11 mos

State Registrations12 states

AZCAGAILINKYLAMONYOHOKTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.