Joshua Richard Allen
Investment adviser representative at Tcp Asset Management, LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Wanderlust Adventures & Events, LLCOct 2025 to now
- Tcp Asset Management, LLCJan 2017 to now
- United PlannersNov 2016 to now
- Joshua AllenNov 2005 to now
- Reign Real Estate Group LLCApr 2025 to Jun 2026
- Riley Benefits & Investment GroupDec 2017 to Sep 2019
- East Harbour CapitalDec 2017 to Jan 2019
- Trendency Capital PartnersJan 2015 to May 2019
- Trendency Capital Management, LLCOct 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Tcp Asset Management, LLC
$1.2BAssets managed
2,221Clients
25Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5074710
- Firm CRD
- 286037