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Gary Lee Simon

Trpc Advisory Services

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About Gary Lee Simon

Gary Lee Simon is a registered investment advisor with Trpc Advisory Services. Gary is licensed in Kentucky and has a long history of experience in the financial services industry, starting in 2006. Gary is a Series 6, 7, 63 and 65 licensed professional. Gary's prior experience includes working at Ameritas Investment Corp., Carillon Investments, Inc. and Fidelity Brokerage Services LLC. Gary specializes in providing financial services for retirement savings programs. Gary is a registered representative of Trpc Advisory Services, Inc.

Firm Information

Gary Simon is currently registered with Trpc Advisory Services. Trpc Advisory Services is an investment advisor based in Brentwood, TN. The firm provides pension consulting and educational seminars. They have 11 investment advisor representatives and manage over $899 million in assets for 644 clients, primarily pension and profit-sharing plans. Their website addresses are www.linkedin.com/company/the-retirement-plan-company-llc, www.facebook.com/TRPCweb/, and www.trpcweb.com.
Trpc Advisory Services

5200 MARYLAND WAY

BRENTWOOD, TN 37027

$899.18M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Simon’s Registration & Firm History

KY

12/09/2024 - Present

Trpc Advisory Services (FORT THOMAS KY)

KY

02/02/2015 - 01/05/2018

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

OH

06/30/2006 - 02/13/2014

AMERITAS INVESTMENT CORP. (CINCINNATI OH)

OH

01/13/2006 - 06/30/2006

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

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Licenses & Designations

IA

Issued 01/30/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/2015

Series 7 - General Securities Representative Examination

BC

Issued 01/12/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Lee Simon.
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