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Theodore William McCright

Trpc Advisory Services

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About Theodore William McCright

Theodore William McCright is a financial advisor currently associated with Trpc Advisory Services. Theodore McCright has been in the industry since June 2001. Theodore McCright has licenses in Colorado and Tennessee. Prior to joining Trpc Advisory Services, Theodore McCright was associated with Fidelity Brokerage Services LLC, GWFS EQUITIES, INC., and TRANSAMERICA CAPITAL, INC. Theodore McCright is a Series 6, 7TO, 26, 63, and 66 licensed financial advisor with industry experience providing financial advice.

Firm Information

Theodore McCright 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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Theodore McCright’s Registration & Firm History

CO

03/17/2023 - Present

Trpc Advisory Services (Denver CO)

CO

05/31/2019 - 02/06/2023

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

CO

11/06/2018 - 03/05/2019

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

CO

06/08/2001 - 12/02/2016

TRANSAMERICA CAPITAL, INC. (DENVER CO)

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Licenses & Designations

BOTH

Issued 07/12/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/16/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/31/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/02/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theodore William McCright.
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