Troy BennettCRD Number: 4437705
Current Firm: Independent Financial Group, LLC
Troy Bennett (CRD# 4437705) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 15 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Independent Financial Group||San Diego, CA||May 2010 - Current||6|
|Integrity Business Loans||Medford, OR||Mar 2001 - Mar 2011||10|
|Ameritas Investment Corp.||Medford, OR||Jun 2006 - May 2010||3|
|Carillon Investments, Inc.||Medford, OR||Oct 2003 - May 2010||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2004|
|S63||Uniform Securities State Law Examination||Aug 2001|
Total Assets Under Management1,856MILLIONS
Total Number of Accounts9,804ACCOUNTS
Average Account Value$189,301
- 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)
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, VT, WA, WI, WV
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