Best Investors Account Sign in
Inactive

Douglas Buchanan Cakert

Tc Financial Management, Co Inc.

Margate City, NJ

CRD 6496937

Claim This Profile
Employer firm

Tc Financial Management, Co Inc. CRD 128967

$123M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Tc Financial Management, Co Inc.

7811 Atlantic Ave Suite A, Margate City, NJ 08402 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2015-08-27
  • NJ RA
    APPROVED
    Since 2015-08-27

Branch Locations

7811 Atlantic Ave Suite A, Margate City, NJ 08402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tc Financial Managment Co. Ventnor City NJ 05/2013 Present
  • 05/2013 → Present
    Tc Financial Managment Co.
    Ventnor City, NJ
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC

Nearby Investors

DANIEL TIMOTHY CAMPBELL
DAVID SCOTT WILGUS
DANIEL PATRICK WALSH

Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MARGATE CITY, NJ
WELLS FARGO CLEARING SERVICES, LLC · MARGATE CITY, NJ
LPL FINANCIAL LLC · MARGATE CITY, NJ

More in Margate City, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor