Troy Beckett (CRD# 1960640) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winder, GA and has over 33 years of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 1742325
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Not Provided | Watkinsville, GA | Dec 2023 - Current | < 1 |
| Beckett & Associates Investment Services, Inc. | Winder, GA | May 2012 - Current | 11 |
| Raymond James Financial Services Advisors, Inc. | Winder, GA | Jan 2009 - Current | 15 |
| Raymond James Financial Services, Inc. | Barrow, GA | Oct 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1990 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
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