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Mark Richards
Financial Planner
Telephone: (615) 369-1420 | Fax: (615) 850-8107 | E-Mail Address: click here
Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®
CIMA® (Certified Investment Management Analyst)
Registered Securities Representative
Licensed Insurance Agent
Mark joined TrustCore in April 2003, bringing with him insight and knowledge acquired from a management career in the telecommunications industry. Mark gained hands-on experience working in TrustCore’s financial planning department, where, under the direction of seasoned financial planners, he formulated comprehensive financial plans and performed portfolio analysis for clients.
Mark earned a bachelor`s degree from Belmont University. He has completed Belmont University`s Financial Planner Program and received a certificate in Financial Planning from the University.
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