Joshua Richard Allen

CFP

19 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

Joshua is the CEO and partner at TCP Asset Management and TCP Asset Management LLC, a registered investment advisor. He also engages in insurance sales and services through Joshua Allen Independent Insurance and directs wealth management for non-variable insurance, along with real estate activities; these activities include real estate sales/rental properties/property management.