Troy Wootton, financial advisor Sugar Land TX
90 score

Troy Wootton

CRD Number: 6094324
Current Firm: Edward Jones

Troy Wootton (CRD# 6094324) is an Investment Advisor Representative working at Edward Jones in Sugar Land, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2012 - Current 4
Moody National Bank Sugar Land, TX Mar 2004 - Jul 2012 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Troy L. Wootton
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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