Troy Gourde
CRD Number: 5958759
Current Firm: Private Advisor Group, LLC
Compensation Model: Fee Only
Troy Gourde (CRD# 5958759) is an Investment Advisor Representative working at Investors Financial Group in Plymouth, MN and has over 10 years of experience in the finance industry. Passionite about helping his cliens pursure long-term success, Troy focuses his energy and attention on financial planning with a personalized, goal-orientated touch.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Private Advisor Group, LLC | Morristown, NJ | Mar 2022 - Current | 2 |
Investors Financial Group, LLC | Plymouth, MN | Nov 2013 - Current | 10 |
Lpl Financial LLC | Plymouth, MN | Oct 2013 - Current | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2011 |
- MN
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Total Assets Under Management31,536MILLIONS
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Total Number of Accounts122,156ACCOUNTS
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Average Account Value$258,160
- 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
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Investors Financial Group, a registered investment advisor. Gourde Wealth Management and Investors Financial Group are separate entities from LPL Financial.
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Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017 Five Star Wealth Managers
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