Troy Todd (CRD# 7268748) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Elizabethtown, KY and has over 3 years of experience in the finance industry.
CRD# 4908779
J.p. Morgan Securities LLC
CRD# 5533580
Lpl Financial LLC
CRD# 4737382
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management, LLC | Topeka, KS | Jun 2020 - Current | 3 |
| Legato Financial Group | Elizabethtown, KY | Sep 2019 - Current | 4 |
| Kerr Workplace Solutions | Elizabethtown, KY | Feb 2017 - Sep 2019 | 2 |
| Pinkham Lincoln Automotive | Elizabethtown, KY | Dec 2015 - Feb 2017 | 1 |
| Orion Lending | Orange, CA | Aug 2015 - Dec 2015 | < 1 |
| Homebridge Financial | Iselin, NJ | Apr 2015 - Aug 2015 | < 1 |
| Magnolia Bank | Hodgenville, KY | May 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- KY
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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