Troy Wyman, financial advisor Troy MI
96 score

Troy Wyman

CRD Number: 3092722
Current Firm: Edelman Financial Services, LLC

Troy Wyman (CRD# 3092722) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Troy, MI and has over 6 years of experience in the finance industry. Troy Wyman 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.

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Professional Designations
Company Name Location Dates Years
Ef Legacy Securities, LLC Novi, MI Apr 2016 - Current < 1
Sanders Morris Harris Inc. Houston, TX May 2013 - Current 3
Edelman Financial Services LLC Fairfax, VA May 2013 - Current 3
Raymond James Financial Services, Inc. Southfield, MI Jan 2010 - May 2013 3
Center For Financial Planning, Inc. Southfield, MI Jan 2010 - May 2013 3
Unemployed Royal Oak, MI Jul 2009 - Jan 2010 < 1
Mercer Advisors Novi, MI Aug 2006 - Jul 2009 2
Aig Financial Advisors, Inc. Phoenix, AZ Jul 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2010
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Troy W. Wyman
Phone Number: 703-818-0800
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    14,880
    MILLIONS
  • Total Number of Accounts
    69,807
    ACCOUNTS
  • Average Account Value
    $213,159
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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
96
Clean Record
This advisor has a clean track record with regulators.

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