TJ
Travis Johnson
Chief Financial Officer at Truclarity
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Work Experience
Chief Financial Officer
Mar 2020 - Present · 4 years and 9 months
Senior Vice President
Aug 2018 - Mar 2020 · 1 years and 7 months
Portfolio Strategist
Mar 2017 - Jul 2018 · 1 years and 4 months
Company Details
11-50 Employees
Championing and supporting the entrepreneurial advisor, TruClarity actively guides you through the progressive phases of becoming and being independent. We collaborate with you, through a consultative approach, high-touch service and access to a full spectrum of solutions, to define and create a firm that helps you realize your unique goals, values and vision. We work from the person to the practice, attending to both the small details and the big decisions to help you achieve independence your way. Our Approach: Going independent takes reliable strength in decision-making, execution and commitment. We understand the scope of choices, details and emotions you will face on your path to independence. We are here to guide you with a steady hand. As your consultants, collaborators and architects, we help you proactively anticipate and thoughtfully respond to both opportunities and challenges as you design, build and grow your practice. Our Story: We founded TruClarity in 2015 to help like-minded entrepreneurs – specifically advisors going independent – launch successful businesses. Each of us has a specialized background in starting and maintaining small businesses, many of us directly in the advisory world. We know what it takes to plan, build and grow a company, and apply our entrepreneurial mindset, multidimensional skills and concierge-level service to support advisors in establishing their own firms.
Year Founded
2015
Social Media
Linkedin
Industry
Financial Services
HQ Location
180 Fountain Parkway N. Suite 100 St. Petersburg , FL 33716, US
Keywords
RIA IndependenceFinancial ServicesBusiness ConsultingFinancial Advisor IndependenceReal EstateComplianceMarketingHuman ResourcesFinanceAccounting
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