Troy Vincent (CRD# 4909403) is an Investment Advisor Representative working at Commonwealth Financial Network in Olean, NY and has over 19 years of experience in the finance industry.
CRD# 5154457
Lpl Financial LLC
CRD# 5596824
Lincoln Financial Securities Corporation
CRD# 2598701
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Dec 2022 - Current | 1 |
| Cedarwood Financial Partners | Olean, NY | Dec 2022 - Current | 1 |
| Edward Jones | St Louis, MO | Aug 2007 - Dec 2022 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- NY
- PA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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