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Mary C Slane

TCP Asset Management, LLC

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About Mary C Slane

Mary Slane is a wealth advisor working at TCP Asset Management, LLC in Dublin, Ohio. She has been in the financial services industry since 1999 and has a Series 6 and Series 63 license. Mary Slane has experience working with high net worth individuals, corporations, and individuals other than high net worth. She has experience providing a variety of financial services, including financial planning, pension consulting, and portfolio management. Mary Slane also provides wealth management services through her DBA name, Slane Financial Group.

Firm Information

Mary Slane is currently registered with TCP Asset Management, LLC. TCP Asset Management, LLC is an investment advisor registered with the SEC and located in UPPER ARLINGTON, OH. They manage approximately $641,790,572 in assets for 3,634 clients, including individuals, corporations, and high-net-worth individuals. They provide portfolio management services for both individuals and businesses, as well as financial planning and pension consulting. They do not have a wrap fee program.
TCP Asset Management, LLC

5000 HORIZONS DRIVE

UPPER ARLINGTON, OH 43220

$641.79M

Assets Under Management

Not reported

Total Clients

19

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Solicitor's fees

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Mary Slane’s Registration & Firm History

OH

01/20/2017 - Present

TCP Asset Management, LLC (Dublin OH)

OH

12/04/2015 - 12/31/2016

SECURITIES AMERICA, INC. (Dublin OH)

OH

09/12/2014 - 12/14/2015

STERNE AGEE FINANCIAL SERVICES, INC. (DUBLIN OH)

OH

05/23/2003 - 09/12/2014

WRP INVESTMENTS, INC. (DUBLIN OH)

KS

11/19/1999 - 05/28/2003

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 04/09/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary C Slane.
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