Troy Thomas, financial advisor Folsom CA
93 score

Troy Thomas

CRD Number: 2982086
Current Firm: Interserv, LLC

Troy Thomas (CRD# 2982086) is an Investment Advisor Representative working at Interserv, LLC in Folsom, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Interserv LLC Mobile, AL Dec 2014 - Current 2
Verisight, Inc. Folsom, CA Dec 2012 - Current 4
Self-employed Life Insurance Agent Sacramento, CA Jul 2006 - Current 10
Advisory Consulting Group, LLC Folsom, CA Jan 2011 - Dec 2012 1
Pension Specialists, Inc. Folsom, CA Aug 2010 - Dec 2012 2
Crossroads Capital Management, Inc. Carlsbad, CA Jul 2010 - Jan 2011 < 1
Senior Retirement & Insurance Services, Inc. Sacramento, CA Mar 2007 - Dec 2008 1
Horter Investment Management LLC Cincinnati, OH Feb 2008 - Jul 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Troy D. Thomas
Phone Number: 251-662-2516
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    865
    MILLIONS
  • Total Number of Accounts
    1,109
    ACCOUNTS
  • Average Account Value
    $779,826
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, CA, KS, MD, MO, OH, PA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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