Stephen Troutman (CRD# 4747105) is an Investment Advisor Representative working at Troutman Wealth Management in Malvern, PA and has over 19 years of experience in the finance industry. Stephen Troutman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4275229
Raymond James Financial Services Advisors, Inc.
CRD# 4837485
Cuso Financial Services
CRD# 4581631
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Troutman Wealth Managament, LLC | Pottstown, PA | May 2019 - Current | 4 |
| Troutman Fitness, LLC | Pottstown, PA | Mar 2008 - Current | 16 |
| Lion Street Financial | Malvern, PA | Jul 2018 - May 2019 | < 1 |
| Fsc Securities Corporation | Pottstown, PA | Jan 2004 - Jul 2018 | 14 |
| Main Line Financial Advisors, LLC | Malvern, PA | Jun 2000 - Jan 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2004 |
- PA
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Total Assets Under Management119MILLIONS
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Total Number of Accounts341ACCOUNTS
-
Average Account Value$349,013
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CT, LA, NJ, PA, TX, VA
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