Troy Thomas (CRD# 2982086) is an Investment Advisor Representative working at Ascensus Investment Advisors, LLC in Sacramento, CA and has over 16 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ascensus | Dresher, PA | May 2023 - Current | < 1 |
| Newport Group, Inc. | Dresher, PA | Jun 2017 - Current | 6 |
| Newport Group Consulting, LLC | Lake Mary, FL | Mar 2017 - May 2023 | 6 |
| Newport Group, Inc. | Walnut Creek, CA | Mar 2017 - Jun 2017 | < 1 |
| Interserv LLC | Mobile, AL | Dec 2014 - Mar 2017 | 2 |
| Verisight, Inc. | Folsom, CA | Dec 2012 - Mar 2017 | 4 |
| Self-employed Life Insurance Agent | Sacramento, CA | Jul 2006 - Dec 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2008 |
- MA
-
Total Assets Under Management9,878MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$987,807,732
- A percentage of assets under your management
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Other
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, WA, WI, WY
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