Christopher TrosethCRD Number: 1836618
Current Firm: The Watchman Group, Inc.
Christopher Troseth (CRD# 1836618) is an Investment Advisor Representative working at The Watchman Group, Inc. in Plano, TX and has over 23 years of experience in the finance industry. Christopher Troseth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Khp Capital LLC
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|The Watchman Group, Inc.||Plano, TX||Jan 2013 - Current||5|
|Investors Asset Management, Inc.||Plano, TX||Jan 1997 - Jan 2013||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1995|
Total Assets Under Management231MILLIONS
Total Number of Accounts506ACCOUNTS
Average Account Value$456,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients