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
Amarillo, TX 79101
Credentials
Series 63, Series 65
Industry experience
5 years
Teresa Roop is a financial advisor with TCP Asset Management, LLC in Amarillo, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work includes roles at Dale Buckner, Inc. and United Planners Financial Services. TCP Asset Management 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 a long-term trading approach using both fundamental and technical analysis 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.
301 S. Polk, Suite 420
Amarillo, TX 79101
Texas
TCP Asset Management
2026 - Present (1 year)
Dale Buckner, Inc.
2026 - 2026 (1 year)
United Planners Financial Services
2019 - Present (7 years)
Dale Buckner, Inc.
2017 - 2025 (8 years)
Dale Buckner, Inc.
2017 - 2025 (8 years)
AIG
2013 - 2017 (4 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 66
Amarillo, TX
Adams Wealth Management
Series 63
Amarillo, TX
Kitsman Investment Management
Series 63, Series 66
Amarillo, TX
Double Seven Wealth Group, LLC
Series 63, Series 66
Amarillo, TX
Kenai Investments, Inc.
Series 65
Amarillo, TX
Hoyl Wealth Management, LLC
Series 63
Amarillo, TX
Spring Capital Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")