Troy Bolton (CRD# 6401218) is an Investment Advisor Representative working at Mercurio Wealth Advisors in Louisville, KY and has over 9 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercurio Wealth Advisors | Louisville, KY | Jun 2022 - Current | 1 |
| Mercurio Wealth Advisors | Louisville, KY | Oct 2013 - Current | 10 |
| Mercurio Wealth Management | Louisville, KY | Jan 2017 - May 2022 | 5 |
| Global Financial Private Capital, LLC | Sarasota, FL | Oct 2014 - Jun 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
- FL
- IN
- KY
-
Total Assets Under Management105MILLIONS
-
Total Number of Accounts913ACCOUNTS
-
Average Account Value$115,059
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IN, KY, NE, TX
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