Theodore William Mccright

22 Years of Experience

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management

Trpc Advisory Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

632 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$100K

Location

Denver, CO

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Daybright Advisory Services, INC.

March 2023 - Present · 2 yrs 11 mos

Previous Registrations

Fidelity Personal and Workplace Advisors

July 2022 - February 2023 · 7 mos

Fidelity Brokerage Services LLCBroker

May 2019 - February 2023 · 3 yrs 9 mos

Gwfs Equities, INC.Broker

November 2018 - March 2019 · 4 mos

Transamerica Capital, INC.Broker

June 2001 - December 2016 · 15 yrs 6 mos

State Registrations2 states

COTN

Advisor

Exams

No exam information available for this advisor.