Troy Thomas, financial advisor Folsom CA
93 score

Troy Thomas

CRD Number: 2982086
Current Firm: Newport Group Consulting, LLC

Troy Thomas (CRD# 2982086) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Folsom, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Newport Group, Inc. Walnut Creek, CA Jun 2017 - Current < 1
Newport Group Consulting, LLC Lake Mary, FL Mar 2017 - Current 1
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
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: 407-333-2905
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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

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