Troy ThomasCRD 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 9 years of experience in the finance industry.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|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||11|
|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|
Total Assets Under Management865MILLIONS
Total Number of Accounts1,109ACCOUNTS
Average Account Value$779,826
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, KS, MD, MO, OH, PA, TX
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