Troy CastagnaCRD Number: 4512681
Current Firm: H.d. Vest Advisory Services, Inc.
Troy Castagna (CRD# 4512681) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Valencia, CA and has over 10 years of experience in the finance industry.
Felicitas Investors LLC
Lamia Financial Group, Inc.
|H.d. Vest Advisory Services||Santa Clarita, CA||Sep 2006 - Current||10|
|H.d. Vest Investment Services||Valencia, CA||Mar 2006 - Current||10|
|Troy Castagna Ea||Valencia, CA||Apr 2005 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2006|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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