Ike Trotter, financial advisor Greenville MS
96 score

Ike Trotter

CRD Number: 1244001
Current Firm: Woodbury Financial Services, Inc.

Ike Trotter (CRD# 1244001) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Greenville, MS and has over 10 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Fortis Investors, Inc. Greenville, MS Nov 1997 - Current 19
D/b/a Ike Trotter Agency Greenville, MS Jan 1981 - Current 35
Ike Trotter Agency Greenville, MS May 1980 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2006
Contact Info for Ike S. Trotter
Phone Number: 800-800-2638
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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