Troy Robertson, financial advisor San Diego CA

Troy Robertson

CRD Number: 6831574
Current Firm: Copley Financial Group, Inc.

Troy Robertson (CRD# 6831574) is an Investment Advisor Representative working at Copley Financial Group, Inc. in San Diego, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Emerson Equity LLC San Mateo, CA Jan 2024 - Current < 1
Copley Financial Group, Inc. San Diego, CA Jul 2017 - Current 6
Heritage Tax And Insurance Services, Inc. San Diego, CA Apr 2017 - Current 6
Senior American Funding, Inc. San Diego, CA Apr 2017 - Current 6
Mondelez Global, Inc. San Diego, CA Oct 2004 - Apr 2017 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2017
Contact Info for Troy L. Robertson
Phone Number: 619-294-6008
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    262
    MILLIONS
  • Total Number of Accounts
    4,565
    ACCOUNTS
  • Average Account Value
    $57,364
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NY, TX

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