Troy Toups, financial advisor Destrehan LA

Troy Toups

CRD Number: 2617691
Current Firm: Newedge Advisors

Troy Toups (CRD# 2617691) is an Investment Advisor Representative working at Newedge Advisors in Destrehan, LA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Destrehan, LA Nov 2015 - Current 8
Newedge Advisors, Llc (gwm Advisors, Llc) Destrehan, LA Nov 2015 - Current 8
Capital One Sharebuilder, Inc. Laplace, LA Jan 2015 - Sep 2015 < 1
Sharebuilder 401k Seattle, WA Jan 2015 - Sep 2015 < 1
Capital One Investment Services Corporation Cypress, TX May 2008 - Sep 2015 7
Capital One, N.a. Houston, TX Feb 2007 - Sep 2015 8
Capital One Investments, LLC New Orleans, LA Feb 2007 - Sep 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2006
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Troy M. Toups
Phone Number: 504-459-4391
Registered State(s):
  • CA
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    18,432
    MILLIONS
  • Total Number of Accounts
    62,249
    ACCOUNTS
  • Average Account Value
    $296,108
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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