Gary Bret Fincher

Current Employers

Employment History

• 08/2010 → 06/2017
  Evergreen Consulting, Inc.
  Chattanooga, TN
• 08/2010 → 05/2023
  M Holdings Securities, Inc.
  Portland, OR
• 06/2017 → 04/2022
  Fs Wealth Sports & Entertainment Llc
  Nashville, TN
• 04/2022 → 04/2023
  True Capital Management, Llc
  Nashville, TN
• 08/2010 → 04/2022
  M Holdings Securities, Inc.
  Portland, OR
• 05/2023 → Present
  Cresset Asset Management, Llc
  Nashville, TN

Previous Registrations

• 2022-04-28 → 2023-05-08
  True Capital Management
  Nashville, TN
  San Francisco, CA
• 2010-09-09 → 2022-12-15
  M Holdings Securities, Inc.
  Brentwood, TN
  Chattanooga, TN
  Nashville, TN
• 2004-03-15 → 2010-09-09
  Securian Financial Services, Inc.
  Nashville, TN
  Brentwood, TN

Other Businesses

1) Backfield-in-Motion; 920 Woodland St, Nashville, TN 37206; 2010; Board of Directors; Oversee charitable activities and assist in raising funds through donations; Not investment related; 3 hours/month, 0 hours/month during business hours; No compensation. 2) Mr. Fincher is a licensed insurance agent of True Capital Insurance Services, LLC ("TCIS"), an affiliated insurance company of the Adviser, licensed in CA, FL, TX and NY. Mr. Fincher is not compensated in any manner for providing or recommending any service of TCIS to any clients of the Adviser. While the Adviser and Mr. Fincher's endeavors at all times are to put the interests of its clients first, the affiliated relationship between TCIS and the Adviser inherently creates a conflict of interest as both entities are under common control. This conflict is disclosed to all clients of the Adviser offered any TCIS service. 3) Fincher Family Partnership, L.P.; 30 Nature Valley Road, Leoma, TN 38468; 12/14/2009; Partner; General partner; Not investment related; 0 hours/month; 0 hours/month during business hours; No compensation. 4) G. Bret Fincher - Notary Public; 1206 17th Avenue South, 2nd Floor, Nashville, TN 37212; 09/11/2020; Notary Public; Provide notary services to clients/friends/prospects; Not Investment Related; 1 hour/month; 1 hour/month during business hours; No Compensation. 5) Rowl With It Properties, LLC; 1206 17th Avenue South, Nashville, TN 37212; 12/22/2021; Owner/Authorized Agent; Real Estate company to hold office building in Nashville; Not Investment Related; 1 hour/month; 1 hour/month during business hours; Ownership, Rental Income. 6) RRBC, LLC; Non-investment related; Baggett Street, Miston, TN 38080; 04/2022; Member/Owner; Hunting club; 1hour/month; Farm income. 7) Farm Ownership; 694 Old Florence-Pulaski Road, Leoma TN 38468; Land ownership, private hunting leases; Not Investment Related; Owner; 12/2022; 0 Hours; 0 Hours Per Month During Trading Hours

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-08-25

Other Names

• Bret Fincher