Troy RothCRD Number: 5604825
Current Firm: Advice And Planning Services
Troy Roth (CRD# 5604825) is an Investment Advisor Representative working at Advice And Planning Services in Mechanicsburg, PA and has over 9 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Royal Alliance Associates, Inc.
|Tiaa||Mechanicsburg, PA||Mar 2014 - Current||3|
|Tiaa-cref Individual & Institutional Services, LLC||Mechanicsburg, PA||Mar 2014 - Current||3|
|Eagle Strategies LLC||Harrisburg, PA||Mar 2013 - Mar 2014||1|
|Nylife Securities LLC||Harrisburg, PA||Mar 2012 - Mar 2014||2|
|New York Life Insurance||Harrisburg, PA||Feb 2012 - Mar 2014||2|
|Metlife Securities Inc.||Camp Hill, PA||Oct 2008 - Feb 2012||3|
|Haven Mortgage||Mechanicsburg, PA||Jun 2006 - Oct 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
|S65||NASAA Investment Advisors Law Examination||Mar 2009|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV