Trustfirst
Broker-DealerFINRA MemberEst. 1995
Total AUM
—
Advisory reps
1
Avg account
$0
Firm details
- Headquarters
- Knoxville, Tennessee
- CRD number
- 39057
- Registered since
- October 27, 1995
- Website
- www.trustfirst.com
Firm profile
FINTRXOverview
Trustfirst is a corporate-structured investment adviser that has been SEC-registered since 1995 and is owned by an individual. The firm identifies itself as an active ESG investor. Public filings classify it as unclassified and show it is not a multi-state or newly formed adviser, is not a pension consultant, and does not act as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Non-Exchange Traded Equities19%
- Cash & Cash Equivalents11%
- Other1%
Contacts
1 of 1Donald Taylor
PresidentCRD 725947
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
Knoxville, TN
Knox
Location
Knoxville, TN
Headquartered in Knoxville, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- Knox
- Address
- 5908 Toole Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Home Financial Services, Inc.
Broker-DealerKnoxville, TN
AUM —REPS 9
CW Securities, LLC
Broker-DealerKnoxville, TN
AUM $113MTEAM 3REPS 4
B. Riley Wealth Management
Broker-DealerMemphis, TN
AUM —REPS 260
Southstate Securities Corp.
Broker-DealerGermantown, TN
AUM —REPS 85
Conduent Securities, LLC
Broker-DealerSpencer, TN
AUM —REPS 2
Avondale Partners, LLC
Broker-DealerNashville, TN
AUM —REPS 5