Michael Troyer (CRD# 5783685) is an Investment Advisor Representative working at D.a. Davidson & Company in Highlands Ranch, CO and has over 13 years of experience in the finance industry.
CRD# 2186996
Western Wealth Management LLC
CRD# 6594652
Hightower Advisors, LLC
CRD# 5903157
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
D.a. Davidson & Company | Grand Junction, CO | Jan 2023 - Current | 1 |
Touring Professional Golfer, Mike Troyer Golf | Highlands Ranch, CO | Sep 1995 - Current | 28 |
Lpl Financial LLC | Greenwood Village, CO | Nov 2021 - Jan 2023 | 1 |
Transamerica Financial Advisors, Inc. | Greenwood Village, CO | Jun 2021 - Nov 2021 | < 1 |
World Financial Group, Inc. | Greenwood Village, CO | May 2021 - Nov 2021 | < 1 |
Bank Of America, N.a. | Ladue, MO | Jun 2017 - Jan 2020 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ladue, MO | May 2017 - Jan 2020 | 2 |
Merrill Lynch/bank Of America | Greenwood Village, CO | Apr 2017 - Jan 2020 | 2 |
Fisher Investments | Camas, WA | Nov 2015 - Mar 2017 | 1 |
Fisher Investments | Lake St. Louis, MO | Nov 2015 - Feb 2017 | 1 |
Curian Capital, LLC | Denver, CO | Mar 2014 - Sep 2015 | 1 |
Curian Capital/jackson National | Denver, CO | Nov 2011 - Sep 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2010 |
- CO
- TX
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Total Assets Under Management27,925MILLIONS
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Total Number of Accounts81,264ACCOUNTS
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Average Account Value$343,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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