Troy WilsonCRD Number: 1191840
Current Firm: Lpl Financial LLC
Troy Wilson (CRD# 1191840) is an Investment Advisor Representative working at Lpl Financial LLC in Salt Lake City, UT and has over 33 years of experience in the finance industry. Troy Wilson 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.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Wilson Wealth Management Inc.||Salt Lake City, UT||Jan 2008 - Current||9|
|Linsco/private Ledger Corp||Salt Lake City, UT||May 1990 - Current||26|
|Reliance Financial Advisors, L.c.||Salt Lake City, UT||Sep 2001 - Dec 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
|S65||NASAA Investment Advisors Law Examination||Apr 1992|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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