Advisor at TCP Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
TCP Asset Management, LLC
Location
Las Vegas, NV
Credentials
Series 63, Series 65
Industry experience
32 years
Rebecca Goebel is a financial advisor at TCP Asset Management, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of her advisory role, she is a co-owner of a vacation rental cabin in Lake City, Colorado. TCP Asset Management, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs both fundamental and technical analysis with a long-term trading approach and manages approximately $822 million in assets across 18 advisors.
Based on TCP Asset Management, LLC
Fixed fees between $0 and $15,000 for financial planning and pension consulting plans.
All Assets+: 2.00% maximum annual fee for Portfolio Management All Assets+: 2.00% maximum annual fee for Pension Consulting
IARs receive commissions for sale of investment products; commissions are not primary compensation source.
Hourly fees between $0 and $500 for pension consulting; between $0 and $1,000 for financial planning.
Fee-only: Negotiable fixed fees between $0 and $15,000 for financial planning and pension consulting plans.
Las Vegas, NV
Nevada
TCP Asset Management LLC
2024 - Present (2 years)
TCP Asset Management
2024 - Present (2 years)
United Planners Financial Services
2024 - Present (2 years)
TCP Asset Management LLC
2024 - 2024 (1 year)
Wells Fargo Clearing
2016 - 2024 (8 years)
Rental property
2011 - Present (15 years)
Wells Fargo Advisors Llc
2011 - 2016 (5 years)
Wells Fargo Advisors
2000 - 2024 (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Las Vegas, NV
Private Wealth Management LLC
Series 65
Henderson, NV
SG Financial Group, LLC
Series 65
Las Vegas, NV
Lal Ltd.
Series 65
Las Vegas, NV
Fraser Asset Management
Series 65
Las Vegas, NV
ERK Wealth Advisors, LLC
Series 63, Series 65
Las Vegas, NV
Crinite Financial Strategies
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