Clinton Trotta (CRD# 7238626) is an Investment Advisor Representative working at Thurston Springer Advisors in Palm Beach Gardens, FL and has over 3 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services Inc. | Tampa, FL | Apr 2020 - Current | 4 |
| International Alliance Of Healthcare Educators | Palm Beach Gardens, FL | Oct 2017 - Apr 2020 | 2 |
| Granite | West Palm Beach, FL | Aug 2016 - Sep 2017 | 1 |
| Aflac | Palm Beach Gardens, FL | Sep 2013 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- FL
- TX
-
Total Assets Under Management1,354MILLIONS
-
Total Number of Accounts3,859ACCOUNTS
-
Average Account Value$350,861
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, CA, DC, FL, IL, IN, KS, KY, MD, MI, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, WA, WI
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