Thomas Troutner (CRD# 5416579) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Washoe Valley, NV and has over 15 years of experience in the finance industry.
CRD# 4775495
Lpl Financial LLC
CRD# 2489311
Prosperity Wealth Management, Inc.
CRD# 5245824
Prime Capital Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Novato, CA | Apr 2023 - Current | 1 |
| Wealth Enhancement Group | Novato, FL | Apr 2023 - Current | 1 |
| Equius Partners | Novato, CA | Apr 2006 - Mar 2023 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2008 |
- CA
- NV
- TX
-
Total Assets Under Management72,025MILLIONS
-
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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