Jeffrey Troutner (CRD# 705722) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Novato, CA and has over 44 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Incline Village, NV | Apr 2023 - Current | 1 |
| Wealth Enhancement Group | Incline Village, NV | Apr 2023 - Current | 1 |
| Equius Partners, Inc. | Novato, CA | Nov 2000 - Mar 2023 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1980 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1992 |
- CA
- NV
- TX
-
Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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